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 | $19,395 | $43,723-55.6% | $121,196-84.0% | $64,186-69.8% |
| Participation rate | 19.5% | 58.3%-38.8pp | 71.7%-52.2pp | 69.6%-50.1pp |
| Annual return | 0.23% | 68.91%-68.7pp | 16.93%-16.7pp | 7.63%-7.4pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,239 | $2,280-45.7% | $3,344-63.0% | $3,470-64.3% |
| Admin fee / account holder | $13,285 | $3,501+279.5% | $5,019+164.7% | $4,888+171.8% |