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 | $27,289 | $51,638-47.2% | $68,368-60.1% | $82,448-66.9% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 16.88% | 37.53%-20.7pp | 292.57%-275.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,162 | $2,047+5.6% | $2,649-18.4% | $2,551-15.3% |
| Participant deferral / active EE | $3,634 | $2,914+24.7% | $4,123-11.9% | $4,139-12.2% |
| Admin fee / account holder | $6,938 | $4,643+49.4% | $5,150+34.7% | $7,234-4.1% |