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 | $29,889 | $54,762-45.4% | $90,281-66.9% | $72,985-59.0% |
| Participation rate | 67.2% | 65.1%+2.0pp | 73.3%-6.1pp | 69.5%-2.3pp |
| Annual return | 20.57% | 30.63%-10.1pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,271 | $2,092-39.2% | $2,854-55.5% | $2,440-47.9% |
| Participant deferral / active EE | $2,535 | $2,887-12.2% | $3,885-34.7% | $3,607-29.7% |
| Admin fee / account holder | $8,277 | $3,972+108.4% | $5,351+54.7% | $5,124+61.5% |