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 | $27,964 | $37,426-25.3% | $77,482-63.9% | $79,858-65.0% |
| Participation rate | 35.4% | 41.5%-6.1pp | 54.2%-18.7pp | 69.6%-34.2pp |
| Annual return | 20.21% | 39.70%-19.5pp | 54.79%-34.6pp | 31.71%-11.5pp |
| Employer contribution / active EE | $225 | $637-64.7% | $986-77.2% | $2,471-90.9% |
| Participant deferral / active EE | $714 | $1,260-43.3% | $1,861-61.6% | $3,740-80.9% |
| Admin fee / account holder | $870 | $2,504-65.2% | $2,858-69.5% | $5,306-83.6% |