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 | $38,895 | $49,280-21.1% | $67,313-42.2% | $64,186-39.4% |
| Participation rate | 67.6% | 60.8%+6.8pp | 69.1%-1.5pp | 69.6%-2.0pp |
| Annual return | 11.51% | -1.39%+12.9pp | -4.08%+15.6pp | 7.63%+3.9pp |
| Employer contribution / active EE | $1,335 | $1,668-20.0% | $2,566-48.0% | $2,381-43.9% |
| Participant deferral / active EE | $2,744 | $2,484+10.5% | $3,568-23.1% | $3,470-20.9% |
| Admin fee / account holder | $4,530 | $3,863+17.3% | $4,507+0.5% | $4,888-7.3% |