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 | $34,033 | $48,076-29.2% | $78,689-56.8% | $62,891-45.9% |
| Participation rate | 66.2% | 65.2%+1.0pp | 73.6%-7.3pp | 69.3%-3.1pp |
| Annual return | 8.40% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $312 | $2,015-84.5% | $2,851-89.0% | $2,281-86.3% |
| Participant deferral / active EE | $1,913 | $2,588-26.1% | $3,517-45.6% | $3,203-40.3% |
| Admin fee / account holder | $2,164 | $3,207-32.5% | $4,510-52.0% | $4,296-49.6% |