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 | $32,959 | $52,953-37.8% | $172,739-80.9% | $65,185-49.4% |
| Participation rate | 40.4% | 66.2%-25.8pp | 82.6%-42.3pp | 70.2%-29.8pp |
| Annual return | 16.19% | 30.12%-13.9pp | 802.84%-786.6pp | 29.38%-13.2pp |
| Employer contribution / active EE | $559 | $2,190-74.5% | $5,143-89.1% | $2,177-74.3% |
| Participant deferral / active EE | $2,356 | $2,471-4.7% | $5,198-54.7% | $3,514-33.0% |
| Admin fee / account holder | $4,792 | $472+915.4% | $13,954-65.7% | $847+465.7% |