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 | $30,223 | $75,828-60.1% | $147,614-79.5% | $59,632-49.3% |
| Participation rate | 62.2% | 71.6%-9.4pp | 84.6%-22.5pp | 68.7%-6.5pp |
| Annual return | -0.33% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $521 | $3,485-85.0% | $5,564-90.6% | $2,203-76.3% |
| Participant deferral / active EE | $2,116 | $3,130-32.4% | $4,895-56.8% | $3,192-33.7% |
| Admin fee / account holder | $1,812 | $5,985-69.7% | $11,611-84.4% | $4,297-57.8% |