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 | $27,195 | $63,156-56.9% | $122,332-77.8% | $62,292-56.3% |
| Participation rate | 35.8% | 60.0%-24.2pp | 71.6%-35.8pp | 69.5%-33.7pp |
| Annual return | 25.03% | 20.61%+4.4pp | 30.27%-5.2pp | 28.90%-3.9pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,167 | $2,321-49.7% | $3,287-64.5% | $3,169-63.2% |
| Admin fee / account holder | $3,786 | $440+760.6% | $5,478-30.9% | $479+689.8% |