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 | $20,244 | $40,256-49.7% | $57,343-64.7% | $59,632-66.1% |
| Participation rate | 49.2% | 69.2%-20.0pp | 75.1%-25.9pp | 68.7%-19.5pp |
| Annual return | -0.42% | 27.49%-27.9pp | 24.39%-24.8pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $738 | $1,922-61.6% | $2,689-72.6% | $2,203-66.5% |
| Participant deferral / active EE | $1,774 | $2,399-26.1% | $3,162-43.9% | $3,192-44.4% |
| Admin fee / account holder | $1,282 | $2,818-54.5% | $3,356-61.8% | $4,297-70.2% |