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 | $49,897 | $62,672-20.4% | $185,117-73.0% | $70,131-28.9% |
| Participation rate | 65.2% | 63.8%+1.4pp | 77.3%-12.0pp | 69.5%-4.3pp |
| Annual return | 19.38% | 40.79%-21.4pp | 40.50%-21.1pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,786 | $1,753+1.9% | $4,182-57.3% | $2,342-23.8% |
| Participant deferral / active EE | $3,243 | $3,272-0.9% | $5,045-35.7% | $3,332-2.7% |
| Admin fee / account holder | $2,225 | $3,932-43.4% | $8,159-72.7% | $4,645-52.1% |