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 | $23,245 | $52,903-56.1% | $73,307-68.3% | $59,632-61.0% |
| Participation rate | 63.3% | 68.2%-4.9pp | 74.9%-11.6pp | 68.7%-5.3pp |
| Annual return | 0.02% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $5,005 | $1,909+162.2% | $3,237+54.6% | $2,203+127.2% |
| Participant deferral / active EE | $6,970 | $4,069+71.3% | $4,991+39.7% | $3,192+118.4% |
| Admin fee / account holder | $7,166 | $3,834+86.9% | $5,637+27.1% | $4,297+66.8% |