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 | $44,493 | $54,380-18.2% | $68,509-35.1% | $59,632-25.4% |
| Participation rate | 66.7% | 70.2%-3.5pp | 74.7%-8.1pp | 68.7%-2.0pp |
| Annual return | -0.21% | 2.83%-3.0pp | 8.27%-8.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,973 | $2,643+12.5% | $3,382-12.1% | $3,192-6.9% |
| Admin fee / account holder | $933 | $3,885-76.0% | $5,275-82.3% | $4,297-78.3% |