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 | $69,668 | $78,422-11.2% | $95,952-27.4% | $79,858-12.8% |
| Participation rate | 68.3% | 73.5%-5.2pp | 77.1%-8.8pp | 69.6%-1.4pp |
| Annual return | 21.88% | 19.37%+2.5pp | 91.61%-69.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $962 | $1,945-50.6% | $2,541-62.2% | $2,471-61.1% |
| Participant deferral / active EE | $4,178 | $3,440+21.5% | $4,167+0.3% | $3,740+11.7% |
| Admin fee / account holder | $2,676 | $5,622-52.4% | $6,795-60.6% | $5,306-49.6% |