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 | $55,100 | $55,706-1.1% | $75,886-27.4% | $72,985-24.5% |
| Participation rate | 28.6% | 61.1%-32.6pp | 69.3%-40.7pp | 69.5%-40.9pp |
| Annual return | 20.33% | 27.59%-7.3pp | 30.76%-10.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $348 | $1,687-79.3% | $2,500-86.1% | $2,440-85.7% |
| Participant deferral / active EE | $1,247 | $2,634-52.7% | $3,603-65.4% | $3,607-65.4% |
| Admin fee / account holder | $5,352 | $3,978+34.5% | $5,418-1.2% | $5,124+4.4% |