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 | $70,287 | $91,552-23.2% | $133,956-47.5% | $79,858-12.0% |
| Participation rate | 67.1% | 73.3%-6.2pp | 79.8%-12.7pp | 69.6%-2.5pp |
| Annual return | 16.03% | 61.85%-45.8pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,658 | $2,384+11.5% | $3,919-32.2% | $2,471+7.6% |
| Participant deferral / active EE | $5,985 | $3,733+60.3% | $5,048+18.6% | $3,740+60.0% |
| Admin fee / account holder | $7,145 | $6,321+13.0% | $8,927-20.0% | $5,306+34.7% |