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 | $33,790 | $57,065-40.8% | $75,670-55.3% | $70,131-51.8% |
| Participation rate | 67.8% | 68.1%-0.3pp | 72.3%-4.6pp | 69.5%-1.7pp |
| Annual return | 17.10% | 23.57%-6.5pp | 27.34%-10.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,035 | $1,817-43.0% | $2,352-56.0% | $2,342-55.8% |
| Participant deferral / active EE | $2,949 | $2,580+14.3% | $3,142-6.2% | $3,332-11.5% |
| Admin fee / account holder | $2,561 | $3,825-33.1% | $5,800-55.8% | $4,645-44.9% |