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 | $49,782 | $78,694-36.7% | $67,652-26.4% | $125,391-60.3% |
| Participation rate | 41.2% | 78.8%-37.6pp | 75.7%-34.5pp | 83.2%-42.0pp |
| Annual return | -0.36% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,973 | $4,292-54.0% | $3,560-44.6% | $5,352-63.1% |
| Admin fee / account holder | $4,759 | $7,403-35.7% | $4,821-1.3% | $9,540-50.1% |