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 | $26,402 | $57,590-54.2% | $86,233-69.4% | $82,448-68.0% |
| Participation rate | 35.7% | 57.9%-22.2pp | 69.0%-33.3pp | 68.1%-32.4pp |
| Annual return | 16.59% | 22.41%-5.8pp | 61.39%-44.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $498 | $1,655-69.9% | $2,504-80.1% | $2,551-80.5% |
| Participant deferral / active EE | $812 | $3,080-73.6% | $4,559-82.2% | $4,139-80.4% |
| Admin fee / account holder | $2,861 | $4,730-39.5% | $8,342-65.7% | $7,234-60.5% |