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 | $32,723 | $65,376-49.9% | $87,100-62.4% | $65,185-49.8% |
| Participation rate | 57.0% | 75.3%-18.3pp | 76.9%-19.9pp | 70.2%-13.2pp |
| Annual return | 18.42% | 31.27%-12.8pp | 28.19%-9.8pp | 29.38%-11.0pp |
| Employer contribution / active EE | $998 | $1,822-45.2% | $2,521-60.4% | $2,177-54.1% |
| Participant deferral / active EE | $2,189 | $3,388-35.4% | $4,049-45.9% | $3,514-37.7% |
| Admin fee / account holder | $5,438 | $520+946.3% | $7,497-27.5% | $847+542.0% |