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 | $31,011 | $46,297-33.0% | $71,671-56.7% | $62,292-50.2% |
| Participation rate | 17.8% | 60.6%-42.9pp | 68.7%-51.0pp | 69.5%-51.8pp |
| Annual return | 22.13% | 22.32%-0.2pp | 20.65%+1.5pp | 28.90%-6.8pp |
| Employer contribution / active EE | $522 | $1,412-63.0% | $2,460-78.8% | $2,042-74.5% |
| Participant deferral / active EE | $994 | $2,235-55.5% | $3,438-71.1% | $3,169-68.6% |
| Admin fee / account holder | $2,075 | $461+350.6% | $5,558-62.7% | $479+333.0% |