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 | $23,077 | $72,177-68.0% | $115,037-79.9% | $59,632-61.3% |
| Participation rate | 63.6% | 72.6%-8.9pp | 81.4%-17.7pp | 68.7%-5.0pp |
| Annual return | 0.76% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,241 | $2,841-56.3% | $4,608-73.1% | $2,203-43.7% |
| Participant deferral / active EE | $3,122 | $4,783-34.7% | $6,026-48.2% | $3,192-2.2% |
| Admin fee / account holder | $16,493 | $4,927+234.7% | $8,175+101.7% | $4,297+283.8% |