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 | $33,917 | $73,933-54.1% | $96,683-64.9% | $75,163-54.9% |
| Participation rate | 67.3% | 66.4%+0.9pp | 74.3%-7.0pp | 67.2%+0.2pp |
| Annual return | 14.17% | 26.70%-12.5pp | 35.69%-21.5pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,341 | $2,928-20.0% | $3,737-37.4% | $2,670-12.3% |
| Participant deferral / active EE | $1,926 | $3,659-47.4% | $4,878-60.5% | $4,125-53.3% |
| Admin fee / account holder | $10,415 | $5,216+99.7% | $6,730+54.8% | $5,651+84.3% |