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 | $36,932 | $59,186-37.6% | $76,768-51.9% | $56,287-34.4% |
| Participation rate | 40.2% | 75.2%-35.1pp | 77.0%-36.8pp | 69.9%-29.7pp |
| Annual return | 3.28% | 6.62%-3.3pp | 2.43%+0.8pp | -9.96%+13.2pp |
| Employer contribution / active EE | $975 | $1,759-44.5% | $2,485-60.8% | $2,111-53.8% |
| Participant deferral / active EE | $1,878 | $3,255-42.3% | $3,852-51.2% | $3,350-43.9% |
| Admin fee / account holder | $5,789 | $489+1083.6% | $6,675-13.3% | $521+1011.2% |