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 | $24,997 | $95,193-73.7% | $76,523-67.3% | $135,375-81.5% |
| Participation rate | 11.1% | 74.4%-63.3pp | 68.0%-56.9pp | 82.6%-71.5pp |
| Annual return | -1.96% | 4.85%-6.8pp | -0.27%-1.7pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,040 | $3,302-68.5% | $2,647-60.7% | $4,779-78.2% |
| Participant deferral / active EE | $2,767 | $4,639-40.4% | $3,835-27.9% | $5,609-50.7% |
| Admin fee / account holder | $17,315 | $6,249+177.1% | $4,848+257.1% | $10,827+59.9% |