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 | $51,159 | $39,162+30.6% | $100,671-49.2% | $59,632-14.2% |
| Participation rate | 28.9% | 55.9%-26.9pp | 70.7%-41.8pp | 68.7%-39.7pp |
| Annual return | 0.25% | 21.07%-20.8pp | 20.43%-20.2pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $398 | $1,151-65.4% | $4,012-90.1% | $2,203-81.9% |
| Participant deferral / active EE | $2,687 | $1,992+34.9% | $3,144-14.5% | $3,192-15.8% |
| Admin fee / account holder | $1,584 | $2,969-46.6% | $4,850-67.3% | $4,297-63.1% |