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 | $32,412 | $46,072-29.6% | $70,014-53.7% | $55,167-41.2% |
| Participation rate | 38.7% | 67.5%-28.7pp | 71.8%-33.1pp | 69.0%-30.2pp |
| Annual return | 6.03% | 8.68%-2.6pp | 12.99%-7.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $634 | $1,500-57.7% | $2,338-72.9% | $1,963-67.7% |
| Participant deferral / active EE | $1,211 | $2,344-48.3% | $2,931-58.7% | $3,054-60.3% |
| Admin fee / account holder | $1,626 | $428+280.3% | $4,380-62.9% | $504+222.7% |