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 | $34,980 | $45,035-22.3% | $62,995-44.5% | $70,131-50.1% |
| Participation rate | 65.3% | 69.5%-4.2pp | 74.8%-9.5pp | 69.5%-4.2pp |
| Annual return | 26.69% | 18.76%+7.9pp | 87.57%-60.9pp | 73.14%-46.4pp |
| Employer contribution / active EE | $1,052 | $2,051-48.7% | $2,759-61.9% | $2,342-55.1% |
| Participant deferral / active EE | $1,605 | $2,465-34.9% | $3,329-51.8% | $3,332-51.8% |
| Admin fee / account holder | $1,968 | $2,834-30.6% | $3,600-45.3% | $4,645-57.6% |