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 | $39,981 | $69,977-42.9% | $108,579-63.2% | $62,891-36.4% |
| Participation rate | 51.7% | 72.9%-21.2pp | 79.6%-27.8pp | 69.3%-17.6pp |
| Annual return | 9.42% | 10.73%-1.3pp | -51.70%+61.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,234 | $2,135+4.6% | $3,758-40.6% | $2,281-2.1% |
| Participant deferral / active EE | $2,617 | $3,165-17.3% | $4,311-39.3% | $3,203-18.3% |
| Admin fee / account holder | $592 | $5,076-88.3% | $7,645-92.3% | $4,296-86.2% |