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 8-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 | $29,888 | $80,968-63.1% | $96,544-69.0% | $75,163-60.2% |
| Participation rate | 68.1% | 71.8%-3.7pp | 76.0%-7.9pp | 67.2%+0.9pp |
| Annual return | 16.05% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,503 | $2,282-34.1% | $2,965-49.3% | $2,670-43.7% |
| Participant deferral / active EE | $2,855 | $3,928-27.3% | $4,851-41.1% | $4,125-30.8% |
| Admin fee / account holder | $7,037 | $6,724+4.7% | $8,252-14.7% | $5,651+24.5% |