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 | $47,118 | $72,177-34.7% | $115,037-59.0% | $59,632-21.0% |
| Participation rate | 56.8% | 72.6%-15.8pp | 81.4%-24.6pp | 68.7%-11.9pp |
| Annual return | -1.80% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,343 | $4,783-9.2% | $6,026-27.9% | $3,192+36.1% |
| Admin fee / account holder | $4,614 | $4,927-6.4% | $8,175-43.6% | $4,297+7.4% |