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 | $25,528 | $48,364-47.2% | $71,796-64.4% | $62,891-59.4% |
| Participation rate | 57.7% | 60.6%-2.9pp | 69.1%-11.4pp | 69.3%-11.6pp |
| Annual return | 5.41% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $649 | $1,042-37.7% | $1,924-66.3% | $2,281-71.5% |
| Participant deferral / active EE | $1,376 | $2,091-34.2% | $2,794-50.8% | $3,203-57.1% |
| Admin fee / account holder | $12,313 | $3,771+226.5% | $4,815+155.7% | $4,296+186.7% |