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 | $26,444 | $37,426-29.3% | $77,482-65.9% | $79,858-66.9% |
| Participation rate | 52.4% | 41.5%+10.9pp | 54.2%-1.8pp | 69.6%-17.3pp |
| Annual return | 13.98% | 39.70%-25.7pp | 54.79%-40.8pp | 31.71%-17.7pp |
| Employer contribution / active EE | $348 | $637-45.3% | $986-64.7% | $2,471-85.9% |
| Participant deferral / active EE | $1,953 | $1,260+55.0% | $1,861+4.9% | $3,740-47.8% |
| Admin fee / account holder | $7,350 | $2,504+193.6% | $2,858+157.2% | $5,306+38.5% |