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 | $26,232 | $54,541-51.9% | $78,778-66.7% | $70,131-62.6% |
| Participation rate | 62.5% | 60.8%+1.7pp | 69.2%-6.7pp | 69.5%-7.0pp |
| Annual return | 13.06% | 21.07%-8.0pp | 35.62%-22.6pp | 73.14%-60.1pp |
| Employer contribution / active EE | $796 | $1,089-26.9% | $1,986-59.9% | $2,342-66.0% |
| Participant deferral / active EE | $1,238 | $2,210-44.0% | $2,958-58.1% | $3,332-62.8% |
| Admin fee / account holder | $13,741 | $3,709+270.5% | $5,134+167.7% | $4,645+195.8% |