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 | $45,925 | $72,277-36.5% | $101,248-54.6% | $79,858-42.5% |
| Participation rate | 68.9% | 68.5%+0.4pp | 75.8%-6.9pp | 69.6%-0.7pp |
| Annual return | 15.73% | 22.30%-6.6pp | 46.47%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,256 | $3,282+60.2% | $4,370+20.3% | $3,740+40.5% |
| Admin fee / account holder | $474 | $4,400-89.2% | $5,945-92.0% | $5,306-91.1% |