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 | $34,496 | $74,927-54.0% | $101,794-66.1% | $84,808-59.3% |
| Participation rate | 53.3% | 61.4%-8.1pp | 69.2%-15.9pp | 68.3%-15.0pp |
| Annual return | 20.75% | 18.70%+2.1pp | 30.53%-9.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,633 | $1,522+7.3% | $2,289-28.7% | $2,631-37.9% |
| Participant deferral / active EE | $2,506 | $3,099-19.1% | $4,084-38.6% | $4,212-40.5% |
| Admin fee / account holder | $339 | $6,514-94.8% | $8,777-96.1% | $7,344-95.4% |