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 | $20,277 | $34,308-40.9% | $74,701-72.9% | $72,985-72.2% |
| Participation rate | 50.0% | 42.4%+7.6pp | 54.5%-4.5pp | 69.5%-19.5pp |
| Annual return | 21.61% | 26.58%-5.0pp | 752.92%-731.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $312 | $692-54.9% | $1,084-71.2% | $2,440-87.2% |
| Participant deferral / active EE | $1,480 | $1,271+16.4% | $1,964-24.6% | $3,607-59.0% |
| Admin fee / account holder | $2,833 | $2,124+33.4% | $3,333-15.0% | $5,124-44.7% |