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 | $28,642 | $89,652-68.1% | $141,162-79.7% | $65,185-56.1% |
| Participation rate | 28.9% | 74.7%-45.8pp | 82.5%-53.5pp | 70.2%-41.3pp |
| Annual return | 21.81% | 32.79%-11.0pp | 71.39%-49.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $871 | $3,065-71.6% | $4,735-81.6% | $2,177-60.0% |
| Participant deferral / active EE | $3,393 | $5,691-40.4% | $6,709-49.4% | $3,514-3.4% |
| Admin fee / account holder | $2,624 | $569+361.6% | $10,261-74.4% | $847+209.8% |