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 | $12,205 | $35,183-65.3% | $73,545-83.4% | $70,131-82.6% |
| Participation rate | 43.8% | 42.9%+0.8pp | 54.9%-11.2pp | 69.5%-25.8pp |
| Annual return | 25.12% | 26.90%-1.8pp | -15.16%+40.3pp | 73.14%-48.0pp |
| Employer contribution / active EE | $1,136 | $709+60.3% | $1,219-6.8% | $2,342-51.5% |
| Participant deferral / active EE | $1,512 | $1,220+23.9% | $1,806-16.3% | $3,332-54.6% |
| Admin fee / account holder | $1,090 | $2,302-52.7% | $2,320-53.0% | $4,645-76.5% |