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 | $30,027 | $54,762-45.2% | $90,281-66.7% | $72,985-58.9% |
| Participation rate | 64.6% | 65.1%-0.6pp | 73.3%-8.7pp | 69.5%-4.9pp |
| Annual return | 19.40% | 30.63%-11.2pp | 78.10%-58.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $457 | $2,092-78.2% | $2,854-84.0% | $2,440-81.3% |
| Participant deferral / active EE | $2,156 | $2,887-25.3% | $3,885-44.5% | $3,607-40.2% |
| Admin fee / account holder | $7,730 | $3,972+94.6% | $5,351+44.5% | $5,124+50.9% |