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 | $33,388 | $37,426-10.8% | $77,482-56.9% | $79,858-58.2% |
| Participation rate | 38.5% | 41.5%-3.0pp | 54.2%-15.7pp | 69.6%-31.2pp |
| Annual return | 18.02% | 39.70%-21.7pp | 54.79%-36.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $676 | $637+6.2% | $986-31.5% | $2,471-72.6% |
| Participant deferral / active EE | $2,103 | $1,260+66.9% | $1,861+13.0% | $3,740-43.8% |
| Admin fee / account holder | $4,378 | $2,504+74.8% | $2,858+53.2% | $5,306-17.5% |