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 | $39,406 | $35,183+12.0% | $73,545-46.4% | $70,131-43.8% |
| Participation rate | 28.1% | 42.9%-14.8pp | 54.9%-26.8pp | 69.5%-41.4pp |
| Annual return | 35.33% | 26.90%+8.4pp | -15.16%+50.5pp | 73.14%-37.8pp |
| Employer contribution / active EE | $150 | $709-78.8% | $1,219-87.7% | $2,342-93.6% |
| Participant deferral / active EE | $513 | $1,220-57.9% | $1,806-71.6% | $3,332-84.6% |
| Admin fee / account holder | $3,618 | $2,302+57.2% | $2,320+56.0% | $4,645-22.1% |