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 | $29,208 | $59,101-50.6% | $77,163-62.1% | $75,163-61.1% |
| Participation rate | 63.2% | 63.9%-0.7pp | 69.6%-6.4pp | 67.2%-4.0pp |
| Annual return | 14.01% | 26.71%-12.7pp | 37.87%-23.9pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,517 | $1,995-24.0% | $2,535-40.2% | $2,670-43.2% |
| Participant deferral / active EE | $3,082 | $2,999+2.8% | $3,833-19.6% | $4,125-25.3% |
| Admin fee / account holder | $16,573 | $4,774+247.1% | $5,472+202.9% | $5,651+193.3% |