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 | $57,860 | $45,566+27.0% | $64,105-9.7% | $59,632-3.0% |
| Participation rate | 52.9% | 60.2%-7.2pp | 68.2%-15.2pp | 68.7%-15.7pp |
| Annual return | 0.45% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,117 | $934+126.7% | $1,820+16.3% | $2,203-3.9% |
| Participant deferral / active EE | $3,906 | $2,057+89.9% | $2,822+38.4% | $3,192+22.4% |
| Admin fee / account holder | $4,771 | $3,268+46.0% | $4,499+6.1% | $4,297+11.0% |