See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,275 | $54,762+10.1% | $90,281-33.2% | $72,985-17.4% |
| Participation rate | 61.3% | 65.1%-3.9pp | 73.3%-12.0pp | 69.5%-8.2pp |
| Annual return | 23.72% | 30.63%-6.9pp | 78.10%-54.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $750 | $2,092-64.2% | $2,854-73.7% | $2,440-69.3% |
| Participant deferral / active EE | $3,008 | $2,887+4.2% | $3,885-22.6% | $3,607-16.6% |
| Admin fee / account holder | $6,930 | $3,972+74.5% | $5,351+29.5% | $5,124+35.2% |