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 | $40,497 | $45,073-10.2% | $69,455-41.7% | $72,985-44.5% |
| Participation rate | 39.7% | 68.5%-28.8pp | 74.6%-34.9pp | 69.5%-29.8pp |
| Annual return | 29.52% | 22.65%+6.9pp | 28.97%+0.5pp | 81.00%-51.5pp |
| Employer contribution / active EE | $552 | $2,054-73.1% | $2,779-80.2% | $2,440-77.4% |
| Participant deferral / active EE | $2,062 | $2,602-20.7% | $3,535-41.7% | $3,607-42.8% |
| Admin fee / account holder | $1,385 | $3,056-54.7% | $3,839-63.9% | $5,124-73.0% |