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 | $33,825 | $63,355-46.6% | $91,989-63.2% | $72,985-53.7% |
| Participation rate | 64.6% | 72.5%-8.0pp | 78.6%-14.1pp | 69.5%-4.9pp |
| Annual return | 76.48% | 35.35%+41.1pp | 69.02%+7.5pp | 81.00%-4.5pp |
| Employer contribution / active EE | $1,404 | $2,116-33.7% | $3,452-59.3% | $2,440-42.5% |
| Participant deferral / active EE | $3,757 | $4,883-23.1% | $5,923-36.6% | $3,607+4.1% |
| Admin fee / account holder | $855 | $4,668-81.7% | $7,743-89.0% | $5,124-83.3% |