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 | $40,138 | $81,460-50.7% | $103,333-61.2% | $80,856-50.4% |
| Participation rate | 67.4% | 66.8%+0.5pp | 74.5%-7.1pp | 67.6%-0.3pp |
| Annual return | 12.74% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,329 | $3,105-57.2% | $3,868-65.7% | $2,755-51.8% |
| Participant deferral / active EE | $3,041 | $3,869-21.4% | $5,057-39.9% | $4,296-29.2% |
| Admin fee / account holder | $9,509 | $6,566+44.8% | $8,355+13.8% | $6,918+37.5% |