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 | $30,931 | $83,908-63.1% | $68,509-54.9% | $125,391-75.3% |
| Participation rate | 62.5% | 78.2%-15.7pp | 74.7%-12.2pp | 83.2%-20.7pp |
| Annual return | 1.30% | 14.48%-13.2pp | 8.27%-7.0pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,096 | $3,031-63.8% | $2,278-51.9% | $4,866-77.5% |
| Participant deferral / active EE | $6,239 | $4,125+51.3% | $3,382+84.5% | $5,352+16.6% |
| Admin fee / account holder | $178,692 | $8,982+1889.4% | $5,275+3287.7% | $9,540+1773.0% |