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 | $49,159 | $48,050+2.3% | $85,969-42.8% | $59,632-17.6% |
| Participation rate | 60.3% | 64.5%-4.2pp | 76.5%-16.2pp | 68.7%-8.4pp |
| Annual return | 0.09% | 0.29%-0.2pp | 9.32%-9.2pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,410 | $1,640-14.0% | $3,474-59.4% | $2,203-36.0% |
| Participant deferral / active EE | $2,212 | $2,249-1.6% | $3,829-42.2% | $3,192-30.7% |
| Admin fee / account holder | $4,995 | $3,206+55.8% | $6,053-17.5% | $4,297+16.2% |