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 | $29,578 | $51,466-42.5% | $78,778-62.5% | $62,292-52.5% |
| Participation rate | 61.9% | 59.8%+2.1pp | 69.2%-7.3pp | 69.5%-7.6pp |
| Annual return | 14.46% | 19.96%-5.5pp | 35.62%-21.2pp | 28.90%-14.4pp |
| Employer contribution / active EE | $496 | $827-40.1% | $1,986-75.0% | $2,042-75.7% |
| Participant deferral / active EE | $2,063 | $2,147-4.0% | $2,958-30.3% | $3,169-34.9% |
| Admin fee / account holder | $2,885 | $489+489.6% | $5,134-43.8% | $479+501.8% |