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 | $26,275 | $75,828-65.3% | $147,614-82.2% | $59,632-55.9% |
| Participation rate | 54.5% | 71.6%-17.0pp | 84.6%-30.1pp | 68.7%-14.1pp |
| Annual return | -0.74% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,026 | $3,485-70.5% | $5,564-81.6% | $2,203-53.4% |
| Participant deferral / active EE | $1,686 | $3,130-46.1% | $4,895-65.6% | $3,192-47.2% |
| Admin fee / account holder | $8,727 | $5,985+45.8% | $11,611-24.8% | $4,297+103.1% |