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 | $43,906 | $43,723+0.4% | $121,196-63.8% | $64,186-31.6% |
| Participation rate | 25.0% | 58.3%-33.3pp | 71.7%-46.7pp | 69.6%-44.6pp |
| Annual return | 6.43% | 68.91%-62.5pp | 16.93%-10.5pp | 7.63%-1.2pp |
| Employer contribution / active EE | $283 | $1,296-78.2% | $4,022-93.0% | $2,381-88.1% |
| Participant deferral / active EE | $1,130 | $2,280-50.4% | $3,344-66.2% | $3,470-67.4% |
| Admin fee / account holder | $49,018 | $3,501+1300.1% | $5,019+876.6% | $4,888+902.8% |