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 | $37,632 | $32,425+16.1% | $74,583-49.5% | $55,167-31.8% |
| Participation rate | 13.2% | 54.0%-40.8pp | 68.1%-54.9pp | 69.0%-55.8pp |
| Annual return | 5.19% | 10.63%-5.4pp | 20.47%-15.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $700 | $1,995-64.9% | $3,458-79.8% | $3,054-77.1% |
| Admin fee / account holder | $3,086 | $748+312.3% | $4,138-25.4% | $504+512.4% |