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 | $25,528 | $37,426-31.8% | $77,482-67.1% | $79,858-68.0% |
| Participation rate | 45.2% | 41.5%+3.7pp | 54.2%-9.0pp | 69.6%-24.5pp |
| Annual return | 11.91% | 39.70%-27.8pp | 54.79%-42.9pp | 31.71%-19.8pp |
| Employer contribution / active EE | $321 | $637-49.6% | $986-67.5% | $2,471-87.0% |
| Participant deferral / active EE | $645 | $1,260-48.8% | $1,861-65.3% | $3,740-82.7% |
| Admin fee / account holder | $5,740 | $2,504+129.2% | $2,858+100.9% | $5,306+8.2% |