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 | $65,288 | $89,753-27.3% | $107,525-39.3% | $84,808-23.0% |
| Participation rate | 65.7% | 68.1%-2.4pp | 75.1%-9.4pp | 68.3%-2.6pp |
| Annual return | 16.96% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,044 | $3,113-34.3% | $3,754-45.5% | $2,631-22.3% |
| Participant deferral / active EE | $4,562 | $4,056+12.5% | $5,116-10.8% | $4,212+8.3% |
| Admin fee / account holder | $3,618 | $7,222-49.9% | $8,919-59.4% | $7,344-50.7% |