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 | $29,275 | $54,380-46.2% | $68,509-57.3% | $59,632-50.9% |
| Participation rate | 40.7% | 70.2%-29.5pp | 74.7%-34.0pp | 68.7%-28.0pp |
| Annual return | 1.82% | 2.83%-1.0pp | 8.27%-6.5pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $283 | $1,539-81.6% | $2,278-87.6% | $2,203-87.1% |
| Participant deferral / active EE | $1,459 | $2,643-44.8% | $3,382-56.9% | $3,192-54.3% |
| Admin fee / account holder | $970 | $3,885-75.0% | $5,275-81.6% | $4,297-77.4% |