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 | $40,720 | $26,805+51.9% | $59,496-31.6% | $52,331-22.2% |
| Participation rate | 26.9% | 39.3%-12.4pp | 54.6%-27.6pp | 68.1%-41.2pp |
| Annual return | 1.49% | 2.61%-1.1pp | 182.05%-180.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $233 | $450-48.2% | $1,153-79.8% | $1,882-87.6% |
| Participant deferral / active EE | $1,430 | $916+56.0% | $1,829-21.8% | $3,022-52.7% |
| Admin fee / account holder | $4,256 | $305+1296.2% | $2,232+90.7% | $592+619.5% |