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 | $37,816 | $32,037+18.0% | $69,182-45.3% | $62,891-39.9% |
| Participation rate | 67.7% | 43.4%+24.3pp | 55.1%+12.6pp | 69.3%-1.6pp |
| Annual return | 6.54% | 15.16%-8.6pp | -21.93%+28.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $365 | $679-46.3% | $1,206-69.8% | $2,281-84.0% |
| Participant deferral / active EE | $1,707 | $1,185+44.0% | $1,897-10.0% | $3,203-46.7% |
| Admin fee / account holder | $5,728 | $2,608+119.6% | $2,697+112.4% | $4,296+33.3% |