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 | $78,452 | $95,803-18.1% | $113,168-30.7% | $84,808-7.5% |
| Participation rate | 69.0% | 72.9%-3.8pp | 76.6%-7.5pp | 68.3%+0.7pp |
| Annual return | 14.39% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,690 | $2,360-28.4% | $2,975-43.2% | $2,631-35.8% |
| Participant deferral / active EE | $4,435 | $4,242+4.6% | $5,107-13.2% | $4,212+5.3% |
| Admin fee / account holder | $4,616 | $8,989-48.6% | $12,068-61.8% | $7,344-37.1% |