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 | $30,395 | $37,426-18.8% | $77,482-60.8% | $79,858-61.9% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.6%-19.6pp |
| Annual return | 22.48% | 39.70%-17.2pp | 54.79%-32.3pp | 31.71%-9.2pp |
| Employer contribution / active EE | $517 | $637-18.8% | $986-47.6% | $2,471-79.1% |
| Participant deferral / active EE | $1,754 | $1,260+39.2% | $1,861-5.8% | $3,740-53.1% |
| Admin fee / account holder | $3,401 | $2,504+35.8% | $2,858+19.0% | $5,306-35.9% |