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 | $31,877 | $37,426-14.8% | $77,482-58.9% | $79,858-60.1% |
| Participation rate | 52.9% | 41.5%+11.4pp | 54.2%-1.2pp | 69.6%-16.7pp |
| Annual return | 10.31% | 39.70%-29.4pp | 54.79%-44.5pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,319 | $637+107.1% | $986+33.7% | $2,471-46.6% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $543 | $2,504-78.3% | $2,858-81.0% | $5,306-89.8% |