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 | $26,067 | $57,065-54.3% | $75,670-65.6% | $70,131-62.8% |
| Participation rate | 33.3% | 68.1%-34.8pp | 72.3%-39.0pp | 69.5%-36.2pp |
| Annual return | 14.53% | 23.57%-9.0pp | 27.34%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,148 | $1,817-36.8% | $2,352-51.2% | $2,342-51.0% |
| Participant deferral / active EE | $1,730 | $2,580-33.0% | $3,142-45.0% | $3,332-48.1% |
| Admin fee / account holder | $1,886 | $3,825-50.7% | $5,800-67.5% | $4,645-59.4% |