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 | $34,537 | $76,552-54.9% | $123,892-72.1% | $62,891-45.1% |
| Participation rate | 67.7% | 73.0%-5.2pp | 81.4%-13.7pp | 69.3%-1.6pp |
| Annual return | 8.60% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,279 | $2,883-20.9% | $4,617-50.6% | $2,281-0.1% |
| Participant deferral / active EE | $3,541 | $4,840-26.8% | $5,984-40.8% | $3,203+10.6% |
| Admin fee / account holder | $1,353 | $4,826-72.0% | $8,357-83.8% | $4,296-68.5% |