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 | $39,808 | $46,553-14.5% | $64,056-37.9% | $75,163-47.0% |
| Participation rate | 58.3% | 65.9%-7.6pp | 72.3%-14.0pp | 67.2%-8.9pp |
| Annual return | 12.37% | 26.03%-13.7pp | 33.69%-21.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,910 | $1,974-3.2% | $2,747-30.5% | $2,670-28.5% |
| Participant deferral / active EE | $2,786 | $2,837-1.8% | $3,880-28.2% | $4,125-32.5% |
| Admin fee / account holder | $1,670 | $2,952-43.4% | $3,068-45.6% | $5,651-70.5% |