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 | $57,625 | $74,927-23.1% | $101,794-43.4% | $84,808-32.1% |
| Participation rate | 62.1% | 61.4%+0.7pp | 69.2%-7.1pp | 68.3%-6.2pp |
| Annual return | 19.29% | 18.70%+0.6pp | 30.53%-11.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,815 | $1,522+19.3% | $2,289-20.7% | $2,631-31.0% |
| Participant deferral / active EE | $2,872 | $3,099-7.3% | $4,084-29.7% | $4,212-31.8% |
| Admin fee / account holder | $1,554 | $6,514-76.1% | $8,777-82.3% | $7,344-78.8% |