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 | $26,144 | $55,002-52.5% | $59,878-56.3% | $56,287-53.6% |
| Participation rate | 38.3% | 75.9%-37.6pp | 74.7%-36.4pp | 69.9%-31.5pp |
| Annual return | 8.96% | 1.13%+7.8pp | 3.46%+5.5pp | -9.96%+18.9pp |
| Employer contribution / active EE | $646 | $2,448-73.6% | $2,722-76.3% | $2,111-69.4% |
| Participant deferral / active EE | $1,203 | $3,121-61.4% | $3,402-64.6% | $3,350-64.1% |
| Admin fee / account holder | $14,825 | $236+6188.2% | $3,590+312.9% | $521+2745.8% |