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 | $31,122 | $37,426-16.8% | $77,482-59.8% | $79,858-61.0% |
| Participation rate | 64.0% | 41.5%+22.5pp | 54.2%+9.8pp | 69.6%-5.6pp |
| Annual return | 20.20% | 39.70%-19.5pp | 54.79%-34.6pp | 31.71%-11.5pp |
| Employer contribution / active EE | $714 | $637+12.1% | $986-27.6% | $2,471-71.1% |
| Participant deferral / active EE | $1,005 | $1,260-20.3% | $1,861-46.0% | $3,740-73.1% |
| Admin fee / account holder | $531 | $2,504-78.8% | $2,858-81.4% | $5,306-90.0% |