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 | $70,141 | $45,073+55.6% | $69,455+1.0% | $72,985-3.9% |
| Participation rate | 62.4% | 68.5%-6.1pp | 74.6%-12.3pp | 69.5%-7.1pp |
| Annual return | 19.17% | 22.65%-3.5pp | 28.97%-9.8pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,706 | $2,054-17.0% | $2,779-38.6% | $2,440-30.1% |
| Participant deferral / active EE | $3,286 | $2,602+26.3% | $3,535-7.1% | $3,607-8.9% |
| Admin fee / account holder | $5,198 | $3,056+70.1% | $3,839+35.4% | $5,124+1.4% |