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 | $27,399 | $29,051-5.7% | $52,425-47.7% | $67,986-59.7% |
| Participation rate | 23.3% | 30.4%-7.2pp | 55.6%-32.3pp | 57.2%-33.9pp |
| Annual return | 17.24% | 24.00%-6.8pp | 302.12%-284.9pp | 31.67%-14.4pp |
| Employer contribution / active EE | $506 | $412+22.9% | $914-44.6% | $2,019-74.9% |
| Participant deferral / active EE | $892 | $873+2.2% | $1,790-50.2% | $3,358-73.4% |
| Admin fee / account holder | $14,445 | $2,113+583.7% | $2,495+479.0% | $3,203+351.0% |