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 | $34,463 | $95,193-63.8% | $76,523-55.0% | $135,375-74.5% |
| Participation rate | 54.5% | 74.4%-19.8pp | 68.0%-13.5pp | 82.6%-28.1pp |
| Annual return | -1.30% | 4.85%-6.2pp | -0.27%-1.0pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,340 | $3,302-59.4% | $2,647-49.4% | $4,779-72.0% |
| Participant deferral / active EE | $2,565 | $4,639-44.7% | $3,835-33.1% | $5,609-54.3% |
| Admin fee / account holder | $19,146 | $6,249+206.4% | $4,848+294.9% | $10,827+76.8% |