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 | $33,793 | $72,177-53.2% | $115,037-70.6% | $59,632-43.3% |
| Participation rate | 48.0% | 72.6%-24.6pp | 81.4%-33.4pp | 68.7%-20.7pp |
| Annual return | -1.16% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,672 | $4,783-2.3% | $6,026-22.5% | $3,192+46.4% |
| Admin fee / account holder | $11,378 | $4,927+130.9% | $8,175+39.2% | $4,297+164.8% |