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 | $29,878 | $54,541-45.2% | $78,778-62.1% | $70,131-57.4% |
| Participation rate | 60.6% | 60.8%-0.2pp | 69.2%-8.6pp | 69.5%-8.9pp |
| Annual return | 16.62% | 21.07%-4.5pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,118 | $1,089+2.8% | $1,986-43.7% | $2,342-52.3% |
| Participant deferral / active EE | $1,979 | $2,210-10.5% | $2,958-33.1% | $3,332-40.6% |
| Admin fee / account holder | $820 | $3,709-77.9% | $5,134-84.0% | $4,645-82.4% |