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 | $38,718 | $32,037+20.9% | $69,182-44.0% | $62,891-38.4% |
| Participation rate | 27.4% | 43.4%-16.1pp | 55.1%-27.7pp | 69.3%-41.9pp |
| Annual return | 6.81% | 15.16%-8.4pp | -21.93%+28.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $236 | $679-65.3% | $1,206-80.5% | $2,281-89.7% |
| Participant deferral / active EE | $1,332 | $1,185+12.4% | $1,897-29.8% | $3,203-58.4% |
| Admin fee / account holder | $15,858 | $2,608+508.0% | $2,697+488.0% | $4,296+269.2% |