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 | $40,843 | $52,279-21.9% | $89,391-54.3% | $79,858-48.9% |
| Participation rate | 58.9% | 57.5%+1.4pp | 68.0%-9.0pp | 69.6%-10.7pp |
| Annual return | 12.78% | 22.16%-9.4pp | 245.62%-232.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,563 | $1,572-0.5% | $2,586-39.5% | $2,471-36.7% |
| Participant deferral / active EE | $2,721 | $2,740-0.7% | $3,890-30.0% | $3,740-27.2% |
| Admin fee / account holder | $4,645 | $3,356+38.4% | $4,881-4.8% | $5,306-12.5% |