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 | $22,031 | $30,588-28.0% | $53,898-59.1% | $85,563-74.3% |
| Participation rate | 24.1% | 26.3%-2.2pp | 55.0%-30.8pp | 66.0%-41.8pp |
| Annual return | 16.50% | 50.42%-33.9pp | 528.60%-512.1pp | 31.51%-15.0pp |
| Employer contribution / active EE | $64 | $436-85.4% | $932-93.2% | $2,654-97.6% |
| Participant deferral / active EE | $581 | $848-31.4% | $1,826-68.2% | $4,375-86.7% |
| Admin fee / account holder | $1,205 | $1,879-35.9% | $2,491-51.6% | $834+44.4% |