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 | $46,334 | $68,719-32.6% | $91,541-49.4% | $84,808-45.4% |
| Participation rate | 56.3% | 64.5%-8.3pp | 69.8%-13.5pp | 68.3%-12.1pp |
| Annual return | 18.84% | 19.12%-0.3pp | 20.50%-1.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,174 | $1,920+13.2% | $2,505-13.2% | $2,631-17.4% |
| Participant deferral / active EE | $4,065 | $3,136+29.6% | $4,008+1.4% | $4,212-3.5% |
| Admin fee / account holder | $6,808 | $5,786+17.7% | $6,956-2.1% | $7,344-7.3% |