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 | $63,658 | $57,828+10.1% | $117,039-45.6% | $70,131-9.2% |
| Participation rate | 63.9% | 67.1%-3.3pp | 77.2%-13.3pp | 69.5%-5.7pp |
| Annual return | 14.03% | 17.55%-3.5pp | 18.95%-4.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,674 | $1,816-7.8% | $3,785-55.8% | $2,342-28.5% |
| Participant deferral / active EE | $3,127 | $2,438+28.3% | $3,929-20.4% | $3,332-6.1% |
| Admin fee / account holder | $2,931 | $3,548-17.4% | $5,974-50.9% | $4,645-36.9% |