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 7-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 | $37,779 | $37,426+0.9% | $77,482-51.2% | $79,858-52.7% |
| Participation rate | 49.2% | 41.5%+7.7pp | 54.2%-5.0pp | 69.6%-20.5pp |
| Annual return | 11.17% | 39.70%-28.5pp | 54.79%-43.6pp | 31.71%-20.5pp |
| Employer contribution / active EE | $123 | $637-80.6% | $986-87.5% | $2,471-95.0% |
| Participant deferral / active EE | $490 | $1,260-61.1% | $1,861-73.7% | $3,740-86.9% |
| Admin fee / account holder | $8,063 | $2,504+222.0% | $2,858+182.1% | $5,306+52.0% |