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 | $40,774 | $65,703-37.9% | $94,224-56.7% | $59,632-31.6% |
| Participation rate | 46.1% | 72.1%-26.1pp | 78.8%-32.7pp | 68.7%-22.6pp |
| Annual return | -0.50% | 5.22%-5.7pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $714 | $2,021-64.7% | $3,587-80.1% | $2,203-67.6% |
| Participant deferral / active EE | $2,960 | $3,143-5.8% | $4,320-31.5% | $3,192-7.3% |
| Admin fee / account holder | $3,052 | $4,264-28.4% | $6,269-51.3% | $4,297-29.0% |