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 | $25,791 | $46,869-45.0% | $122,332-78.9% | $70,131-63.2% |
| Participation rate | 63.3% | 58.2%+5.1pp | 71.6%-8.3pp | 69.5%-6.2pp |
| Annual return | 22.15% | 24.22%-2.1pp | 30.27%-8.1pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,263 | $1,288-1.9% | $4,050-68.8% | $2,342-46.1% |
| Participant deferral / active EE | $3,354 | $2,166+54.8% | $3,287+2.1% | $3,332+0.7% |
| Admin fee / account holder | $1,902 | $3,322-42.8% | $5,478-65.3% | $4,645-59.1% |