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 | $88,876 | $99,032-10.3% | $80,019+11.1% | $135,375-34.3% |
| Participation rate | 58.8% | 78.4%-19.5pp | 75.8%-17.0pp | 82.6%-23.8pp |
| Annual return | -1.40% | 15.39%-16.8pp | 11.22%-12.6pp | 519.73%-521.1pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,753 | $4,282-59.1% | $3,686-52.4% | $5,609-68.8% |
| Admin fee / account holder | $5,069 | $10,436-51.4% | $6,521-22.3% | $10,827-53.2% |