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 | $13,222 | $40,256-67.2% | $57,343-76.9% | $59,632-77.8% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 68.7%-8.7pp |
| Annual return | 0.00% | 27.49%-27.5pp | 24.39%-24.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,866 | $1,922-2.9% | $2,689-30.6% | $2,203-15.3% |
| Participant deferral / active EE | $4,000 | $2,399+66.7% | $3,162+26.5% | $3,192+25.3% |
| Admin fee / account holder | $2,141 | $2,818-24.0% | $3,356-36.2% | $4,297-50.2% |