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 | $26,079 | $45,073-42.1% | $69,455-62.5% | $72,985-64.3% |
| Participation rate | 67.5% | 68.5%-1.0pp | 74.6%-7.1pp | 69.5%-2.0pp |
| Annual return | 18.24% | 22.65%-4.4pp | 28.97%-10.7pp | 81.00%-62.8pp |
| Employer contribution / active EE | $905 | $2,054-56.0% | $2,779-67.4% | $2,440-62.9% |
| Participant deferral / active EE | $2,485 | $2,602-4.5% | $3,535-29.7% | $3,607-31.1% |
| Admin fee / account holder | $6,396 | $3,056+109.3% | $3,839+66.6% | $5,124+24.8% |