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 | $32,132 | $45,863-29.9% | $77,024-58.3% | $68,494-53.1% |
| Participation rate | 29.4% | 55.9%-26.5pp | 67.9%-38.5pp | 67.9%-38.5pp |
| Annual return | 15.26% | 1.72%+13.5pp | 42.32%-27.1pp | -7.84%+23.1pp |
| Employer contribution / active EE | $1,239 | $1,650-24.9% | $2,812-55.9% | $2,596-52.3% |
| Participant deferral / active EE | $1,355 | $2,962-54.3% | $4,426-69.4% | $4,027-66.4% |
| Admin fee / account holder | $6,631 | $3,041+118.1% | $5,425+22.2% | $5,403+22.7% |