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 | $44,093 | $58,523-24.7% | $99,443-55.7% | $72,985-39.6% |
| Participation rate | 68.5% | 64.6%+3.9pp | 73.8%-5.3pp | 69.5%-1.0pp |
| Annual return | 17.90% | 28.51%-10.6pp | 30.72%-12.8pp | 81.00%-63.1pp |
| Employer contribution / active EE | $853 | $1,512-43.6% | $2,540-66.4% | $2,440-65.1% |
| Participant deferral / active EE | $1,704 | $2,606-34.6% | $3,619-52.9% | $3,607-52.8% |
| Admin fee / account holder | $1,178 | $4,102-71.3% | $6,250-81.2% | $5,124-77.0% |