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 | $55,551 | $52,903+5.0% | $73,307-24.2% | $59,632-6.8% |
| Participation rate | 40.0% | 68.2%-28.2pp | 74.9%-34.9pp | 68.7%-28.7pp |
| Annual return | 1.44% | 12.20%-10.8pp | 5.67%-4.2pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,452 | $4,069+9.4% | $4,991-10.8% | $3,192+39.5% |
| Admin fee / account holder | $9,567 | $3,834+149.5% | $5,637+69.7% | $4,297+122.6% |