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 | $8,060 | $37,426-78.5% | $77,482-89.6% | $79,858-89.9% |
| Participation rate | 53.6% | 41.5%+12.1pp | 54.2%-0.6pp | 69.6%-16.0pp |
| Annual return | 13.41% | 39.70%-26.3pp | 54.79%-41.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $297 | $637-53.3% | $986-69.9% | $2,471-88.0% |
| Participant deferral / active EE | $1,282 | $1,260+1.8% | $1,861-31.1% | $3,740-65.7% |
| Admin fee / account holder | $8,069 | $2,504+222.3% | $2,858+182.4% | $5,306+52.1% |