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 | $32,536 | $45,035-27.8% | $62,995-48.4% | $70,131-53.6% |
| Participation rate | 65.5% | 69.5%-4.0pp | 74.8%-9.3pp | 69.5%-4.0pp |
| Annual return | 21.53% | 18.76%+2.8pp | 87.57%-66.0pp | 73.14%-51.6pp |
| Employer contribution / active EE | $3,599 | $2,051+75.5% | $2,759+30.5% | $2,342+53.7% |
| Participant deferral / active EE | $1,079 | $2,465-56.2% | $3,329-67.6% | $3,332-67.6% |
| Admin fee / account holder | $1,430 | $2,834-49.5% | $3,600-60.3% | $4,645-69.2% |