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 | $27,534 | $37,426-26.4% | $77,482-64.5% | $79,858-65.5% |
| Participation rate | 42.3% | 41.5%+0.8pp | 54.2%-11.9pp | 69.6%-27.3pp |
| Annual return | 15.92% | 39.70%-23.8pp | 54.79%-38.9pp | 31.71%-15.8pp |
| Employer contribution / active EE | $601 | $637-5.6% | $986-39.0% | $2,471-75.7% |
| Participant deferral / active EE | $1,499 | $1,260+18.9% | $1,861-19.5% | $3,740-59.9% |
| Admin fee / account holder | $1,009 | $2,504-59.7% | $2,858-64.7% | $5,306-81.0% |