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 | $27,865 | $59,328-53.0% | $118,925-76.6% | $73,488-62.1% |
| Participation rate | 64.4% | 62.3%+2.1pp | 75.4%-11.0pp | 70.7%-6.3pp |
| Annual return | 11.77% | 19.13%-7.4pp | 35.88%-24.1pp | 28.51%-16.7pp |
| Employer contribution / active EE | $869 | $1,803-51.8% | $3,263-73.4% | $2,270-61.7% |
| Participant deferral / active EE | $1,343 | $2,604-48.4% | $4,265-68.5% | $3,740-64.1% |
| Admin fee / account holder | $8,094 | $600+1248.4% | $6,581+23.0% | $513+1477.6% |