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 | $34,934 | $54,726-36.2% | $68,793-49.2% | $64,186-45.6% |
| Participation rate | 61.3% | 68.0%-6.7pp | 72.2%-10.9pp | 69.6%-8.3pp |
| Annual return | 23.36% | -1.62%+25.0pp | -4.63%+28.0pp | 7.63%+15.7pp |
| Employer contribution / active EE | $1,465 | $1,846-20.6% | $2,625-44.2% | $2,381-38.5% |
| Participant deferral / active EE | $2,902 | $2,626+10.5% | $3,311-12.4% | $3,470-16.4% |
| Admin fee / account holder | $4,376 | $4,027+8.7% | $5,131-14.7% | $4,888-10.5% |