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 | $24,928 | $153,311-83.7% | $109,313-77.2% | $273,961-90.9% |
| Participation rate | 22.7% | 80.1%-57.4pp | 71.3%-48.5pp | 83.0%-60.3pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $124 | $5,619-97.8% | $3,892-96.8% | $4,869-97.4% |
| Participant deferral / active EE | $187 | $3,932-95.3% | $3,166-94.1% | $5,287-96.5% |
| Admin fee / account holder | $777 | $8,076-90.4% | $5,666-86.3% | $10,132-92.3% |