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 | $35,282 | $32,037+10.1% | $69,182-49.0% | $62,891-43.9% |
| Participation rate | 14.6% | 43.4%-28.8pp | 55.1%-40.5pp | 69.3%-54.7pp |
| Annual return | 7.89% | 15.16%-7.3pp | -21.93%+29.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $574 | $1,185-51.6% | $1,897-69.8% | $3,203-82.1% |
| Admin fee / account holder | $3,303 | $2,608+26.6% | $2,697+22.5% | $4,296-23.1% |