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 | $65,859 | $74,927-12.1% | $101,794-35.3% | $84,808-22.3% |
| Participation rate | 41.0% | 61.4%-20.4pp | 69.2%-28.2pp | 68.3%-27.3pp |
| Annual return | 19.98% | 18.70%+1.3pp | 30.53%-10.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,264 | $1,522-16.9% | $2,289-44.8% | $2,631-52.0% |
| Participant deferral / active EE | $2,362 | $3,099-23.8% | $4,084-42.2% | $4,212-43.9% |
| Admin fee / account holder | $760 | $6,514-88.3% | $8,777-91.3% | $7,344-89.6% |