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 | $25,124 | $75,828-66.9% | $147,614-83.0% | $59,632-57.9% |
| Participation rate | 41.8% | 71.6%-29.8pp | 84.6%-42.8pp | 68.7%-26.9pp |
| Annual return | -0.63% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $686 | $3,485-80.3% | $5,564-87.7% | $2,203-68.9% |
| Participant deferral / active EE | $2,001 | $3,130-36.1% | $4,895-59.1% | $3,192-37.3% |
| Admin fee / account holder | $7,255 | $5,985+21.2% | $11,611-37.5% | $4,297+68.8% |