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 | $38,869 | $95,193-59.2% | $76,523-49.2% | $135,375-71.3% |
| Participation rate | 20.0% | 74.4%-54.4pp | 68.0%-48.0pp | 82.6%-62.6pp |
| Annual return | 0.61% | 4.85%-4.2pp | -0.27%+0.9pp | 519.73%-519.1pp |
| Employer contribution / active EE | $382 | $3,302-88.4% | $2,647-85.6% | $4,779-92.0% |
| Participant deferral / active EE | $2,369 | $4,639-48.9% | $3,835-38.2% | $5,609-57.8% |
| Admin fee / account holder | $163,612 | $6,249+2518.4% | $4,848+3274.7% | $10,827+1411.1% |