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 | $23,358 | $37,426-37.6% | $77,482-69.9% | $79,858-70.8% |
| Participation rate | 48.9% | 41.5%+7.4pp | 54.2%-5.3pp | 69.6%-20.7pp |
| Annual return | 13.87% | 39.70%-25.8pp | 54.79%-40.9pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,125 | $637+76.7% | $986+14.1% | $2,471-54.5% |
| Participant deferral / active EE | $603 | $1,260-52.2% | $1,861-67.6% | $3,740-83.9% |
| Admin fee / account holder | $1,859 | $2,504-25.7% | $2,858-34.9% | $5,306-65.0% |