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 | $31,460 | $35,183-10.6% | $73,545-57.2% | $70,131-55.1% |
| Participation rate | 26.7% | 42.9%-16.3pp | 54.9%-28.3pp | 69.5%-42.9pp |
| Annual return | 45.93% | 26.90%+19.0pp | -15.16%+61.1pp | 73.14%-27.2pp |
| Employer contribution / active EE | $709 | $709+0.1% | $1,219-41.8% | $2,342-69.7% |
| Participant deferral / active EE | $1,429 | $1,220+17.1% | $1,806-20.9% | $3,332-57.1% |
| Admin fee / account holder | $822 | $2,302-64.3% | $2,320-64.6% | $4,645-82.3% |