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 | $34,035 | $65,703-48.2% | $94,224-63.9% | $59,632-42.9% |
| Participation rate | 50.9% | 72.1%-21.2pp | 78.8%-27.9pp | 68.7%-17.8pp |
| Annual return | -0.52% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,856 | $2,021-8.2% | $3,587-48.3% | $2,203-15.8% |
| Participant deferral / active EE | $2,654 | $3,143-15.6% | $4,320-38.6% | $3,192-16.8% |
| Admin fee / account holder | $12,658 | $4,264+196.8% | $6,269+101.9% | $4,297+194.6% |