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 | $26,496 | $52,903-49.9% | $73,307-63.9% | $59,632-55.6% |
| Participation rate | 27.8% | 68.2%-40.5pp | 74.9%-47.1pp | 68.7%-40.9pp |
| Annual return | 1.26% | 12.20%-10.9pp | 5.67%-4.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,623 | $4,069-35.5% | $4,991-47.5% | $3,192-17.8% |
| Admin fee / account holder | $6,912 | $3,834+80.3% | $5,637+22.6% | $4,297+60.8% |