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 | $35,634 | $37,426-4.8% | $77,482-54.0% | $79,858-55.4% |
| Participation rate | 51.9% | 41.5%+10.3pp | 54.2%-2.3pp | 69.6%-17.8pp |
| Annual return | 11.00% | 39.70%-28.7pp | 54.79%-43.8pp | 31.71%-20.7pp |
| Employer contribution / active EE | $363 | $637-43.0% | $986-63.2% | $2,471-85.3% |
| Participant deferral / active EE | $946 | $1,260-24.9% | $1,861-49.2% | $3,740-74.7% |
| Admin fee / account holder | $8,291 | $2,504+231.1% | $2,858+190.1% | $5,306+56.2% |