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 | $34,969 | $45,035-22.4% | $62,995-44.5% | $70,131-50.1% |
| Participation rate | 62.5% | 69.5%-7.0pp | 74.8%-12.3pp | 69.5%-7.0pp |
| Annual return | 14.58% | 18.76%-4.2pp | 87.57%-73.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,296 | $2,051-36.8% | $2,759-53.0% | $2,342-44.7% |
| Participant deferral / active EE | $1,824 | $2,465-26.0% | $3,329-45.2% | $3,332-45.3% |
| Admin fee / account holder | $2,882 | $2,834+1.7% | $3,600-19.9% | $4,645-38.0% |