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 9-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 | $20,905 | $37,426-44.1% | $77,482-73.0% | $79,858-73.8% |
| Participation rate | 41.7% | 41.5%+0.2pp | 54.2%-12.5pp | 69.6%-28.0pp |
| Annual return | 13.42% | 39.70%-26.3pp | 54.79%-41.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $701 | $637+10.1% | $986-29.0% | $2,471-71.6% |
| Participant deferral / active EE | $1,619 | $1,260+28.5% | $1,861-13.0% | $3,740-56.7% |
| Admin fee / account holder | $354 | $2,504-85.8% | $2,858-87.6% | $5,306-93.3% |