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 | $66,435 | $37,426+77.5% | $77,482-14.3% | $79,858-16.8% |
| Participation rate | 15.0% | 41.5%-26.5pp | 54.2%-39.2pp | 69.6%-54.6pp |
| Annual return | 17.16% | 39.70%-22.5pp | 54.79%-37.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $333 | $637-47.7% | $986-66.2% | $2,471-86.5% |
| Participant deferral / active EE | $760 | $1,260-39.7% | $1,861-59.2% | $3,740-79.7% |
| Admin fee / account holder | $4,049 | $2,504+61.7% | $2,858+41.7% | $5,306-23.7% |