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 | $59,493 | $52,580+13.1% | $71,671-17.0% | $70,131-15.2% |
| Participation rate | 28.6% | 60.9%-32.3pp | 68.7%-40.2pp | 69.5%-41.0pp |
| Annual return | 21.87% | 20.25%+1.6pp | 20.65%+1.2pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,066 | $1,616-34.1% | $2,460-56.7% | $2,342-54.5% |
| Participant deferral / active EE | $2,171 | $2,386-9.0% | $3,438-36.8% | $3,332-34.8% |
| Admin fee / account holder | $701 | $3,653-80.8% | $5,558-87.4% | $4,645-84.9% |