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 | $32,694 | $58,512-44.1% | $84,015-61.1% | $72,985-55.2% |
| Participation rate | 64.8% | 61.2%+3.6pp | 69.0%-4.2pp | 69.5%-4.7pp |
| Annual return | 30.53% | 28.93%+1.6pp | 71.31%-40.8pp | 81.00%-50.5pp |
| Employer contribution / active EE | $868 | $1,163-25.4% | $1,983-56.2% | $2,440-64.4% |
| Participant deferral / active EE | $2,385 | $2,394-0.4% | $3,239-26.3% | $3,607-33.9% |
| Admin fee / account holder | $2,292 | $4,569-49.8% | $6,101-62.4% | $5,124-55.3% |