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 | $49,668 | $78,694-36.9% | $67,652-26.6% | $125,391-60.4% |
| Participation rate | 40.9% | 78.8%-37.9pp | 75.7%-34.8pp | 83.2%-42.3pp |
| Annual return | 0.23% | 9.46%-9.2pp | 6625.04%-6624.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,500 | $4,292-65.1% | $3,560-57.9% | $5,352-72.0% |
| Admin fee / account holder | $3,087 | $7,403-58.3% | $4,821-36.0% | $9,540-67.6% |