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 | $33,264 | $63,355-47.5% | $91,989-63.8% | $72,985-54.4% |
| Participation rate | 69.0% | 72.5%-3.6pp | 78.6%-9.7pp | 69.5%-0.5pp |
| Annual return | 25.52% | 35.35%-9.8pp | 69.02%-43.5pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,905 | $2,116-9.9% | $3,452-44.8% | $2,440-21.9% |
| Participant deferral / active EE | $3,662 | $4,883-25.0% | $5,923-38.2% | $3,607+1.5% |
| Admin fee / account holder | $3,583 | $4,668-23.2% | $7,743-53.7% | $5,124-30.1% |