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 | $29,652 | $37,426-20.8% | $77,482-61.7% | $79,858-62.9% |
| Participation rate | 67.1% | 41.5%+25.6pp | 54.2%+13.0pp | 69.6%-2.5pp |
| Annual return | 15.62% | 39.70%-24.1pp | 54.79%-39.2pp | 31.71%-16.1pp |
| Employer contribution / active EE | $572 | $637-10.2% | $986-42.1% | $2,471-76.9% |
| Participant deferral / active EE | $731 | $1,260-42.0% | $1,861-60.7% | $3,740-80.4% |
| Admin fee / account holder | $11,818 | $2,504+372.0% | $2,858+313.6% | $5,306+122.7% |