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 | $34,754 | $72,492-52.1% | $87,100-60.1% | $72,985-52.4% |
| Participation rate | 58.5% | 72.8%-14.3pp | 76.9%-18.4pp | 69.5%-11.0pp |
| Annual return | 23.91% | 24.46%-0.5pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,385 | $1,894-26.9% | $2,521-45.1% | $2,440-43.2% |
| Participant deferral / active EE | $2,255 | $3,270-31.0% | $4,049-44.3% | $3,607-37.5% |
| Admin fee / account holder | $1,200 | $5,055-76.3% | $7,497-84.0% | $5,124-76.6% |