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 | $40,520 | $51,045-20.6% | $70,515-42.5% | $71,457-43.3% |
| Participation rate | 63.6% | 59.4%+4.2pp | 68.3%-4.7pp | 67.9%-4.3pp |
| Annual return | 16.94% | 42.63%-25.7pp | 32.77%-15.8pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,163 | $1,790-35.1% | $2,973-60.9% | $2,588-55.1% |
| Participant deferral / active EE | $2,261 | $3,026-25.3% | $4,567-50.5% | $4,289-47.3% |
| Admin fee / account holder | $14,995 | $1,994+652.2% | $6,412+133.9% | $1,587+844.7% |