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 | $34,426 | $45,073-23.6% | $69,455-50.4% | $72,985-52.8% |
| Participation rate | 51.6% | 68.5%-16.9pp | 74.6%-23.0pp | 69.5%-17.9pp |
| Annual return | 27.85% | 22.65%+5.2pp | 28.97%-1.1pp | 81.00%-53.1pp |
| Employer contribution / active EE | $2,339 | $2,054+13.9% | $2,779-15.8% | $2,440-4.1% |
| Participant deferral / active EE | $2,375 | $2,602-8.7% | $3,535-32.8% | $3,607-34.2% |
| Admin fee / account holder | $2,214 | $3,056-27.6% | $3,839-42.3% | $5,124-56.8% |