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 | $28,895 | $78,422-63.2% | $95,952-69.9% | $79,858-63.8% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.2pp | 69.6%-4.8pp |
| Annual return | 19.22% | 19.37%-0.2pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,641 | $1,945-15.6% | $2,541-35.4% | $2,471-33.6% |
| Participant deferral / active EE | $1,865 | $3,440-45.8% | $4,167-55.2% | $3,740-50.1% |
| Admin fee / account holder | $650 | $5,622-88.4% | $6,795-90.4% | $5,306-87.8% |