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 | $35,095 | $95,803-63.4% | $113,168-69.0% | $84,808-58.6% |
| Participation rate | 62.1% | 72.9%-10.7pp | 76.6%-14.4pp | 68.3%-6.2pp |
| Annual return | 26.34% | 25.00%+1.3pp | 24.27%+2.1pp | 40.90%-14.6pp |
| Employer contribution / active EE | $1,193 | $2,360-49.5% | $2,975-59.9% | $2,631-54.7% |
| Participant deferral / active EE | $2,711 | $4,242-36.1% | $5,107-46.9% | $4,212-35.6% |
| Admin fee / account holder | $2,707 | $8,989-69.9% | $12,068-77.6% | $7,344-63.1% |