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 | $35,488 | $46,869-24.3% | $122,332-71.0% | $70,131-49.4% |
| Participation rate | 67.9% | 58.2%+9.7pp | 71.6%-3.8pp | 69.5%-1.7pp |
| Annual return | 18.15% | 24.22%-6.1pp | 30.27%-12.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,248 | $1,288-3.1% | $4,050-69.2% | $2,342-46.7% |
| Participant deferral / active EE | $2,440 | $2,166+12.6% | $3,287-25.8% | $3,332-26.8% |
| Admin fee / account holder | $3,291 | $3,322-0.9% | $5,478-39.9% | $4,645-29.2% |