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 | $27,865 | $54,541-48.9% | $78,778-64.6% | $70,131-60.3% |
| Participation rate | 53.6% | 60.8%-7.2pp | 69.2%-15.6pp | 69.5%-16.0pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $4,333 | $1,089+298.1% | $1,986+118.2% | $2,342+85.0% |
| Participant deferral / active EE | $11,828 | $2,210+435.2% | $2,958+299.8% | $3,332+255.0% |
| Admin fee / account holder | $3,038 | $3,709-18.1% | $5,134-40.8% | $4,645-34.6% |