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 | $23,978 | $72,177-66.8% | $115,037-79.2% | $59,632-59.8% |
| Participation rate | 48.5% | 72.6%-24.0pp | 81.4%-32.8pp | 68.7%-20.1pp |
| Annual return | -1.16% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,225 | $2,841-56.9% | $4,608-73.4% | $2,203-44.4% |
| Participant deferral / active EE | $2,842 | $4,783-40.6% | $6,026-52.8% | $3,192-11.0% |
| Admin fee / account holder | $3,441 | $4,927-30.2% | $8,175-57.9% | $4,297-19.9% |