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 | $32,891 | $72,177-54.4% | $115,037-71.4% | $59,632-44.8% |
| Participation rate | 63.5% | 72.6%-9.1pp | 81.4%-17.9pp | 68.7%-5.2pp |
| Annual return | -1.01% | 12.02%-13.0pp | 26.14%-27.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,767 | $2,841-37.8% | $4,608-61.7% | $2,203-19.8% |
| Participant deferral / active EE | $3,212 | $4,783-32.9% | $6,026-46.7% | $3,192+0.6% |
| Admin fee / account holder | $2,483 | $4,927-49.6% | $8,175-69.6% | $4,297-42.2% |