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 | $28,968 | $52,580-44.9% | $71,671-59.6% | $70,131-58.7% |
| Participation rate | 68.6% | 60.9%+7.7pp | 68.7%-0.2pp | 69.5%-1.0pp |
| Annual return | 14.90% | 20.25%-5.4pp | 20.65%-5.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,501 | $1,616-7.1% | $2,460-39.0% | $2,342-35.9% |
| Participant deferral / active EE | $3,165 | $2,386+32.6% | $3,438-8.0% | $3,332-5.0% |
| Admin fee / account holder | $1,184 | $3,653-67.6% | $5,558-78.7% | $4,645-74.5% |