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 | $56,054 | $52,681+6.4% | $75,781-26.0% | $59,632-6.0% |
| Participation rate | 51.4% | 67.2%-15.9pp | 75.8%-24.5pp | 68.7%-17.3pp |
| Annual return | -0.38% | 2.95%-3.3pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,671 | $2,193-23.8% | $3,323-49.7% | $2,203-24.2% |
| Participant deferral / active EE | $3,396 | $2,591+31.1% | $3,651-7.0% | $3,192+6.4% |
| Admin fee / account holder | $7,813 | $3,610+116.5% | $5,299+47.4% | $4,297+81.8% |