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 | $33,001 | $82,032-59.8% | $123,104-73.2% | $59,632-44.7% |
| Participation rate | 53.8% | 83.2%-29.4pp | 86.8%-32.9pp | 68.7%-14.8pp |
| Annual return | -0.19% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,319 | $3,297-60.0% | $5,151-74.4% | $2,203-40.1% |
| Participant deferral / active EE | $2,947 | $4,667-36.9% | $6,230-52.7% | $3,192-7.7% |
| Admin fee / account holder | $2,401 | $5,881-59.2% | $9,015-73.4% | $4,297-44.1% |