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 | $21,364 | $75,828-71.8% | $147,614-85.5% | $59,632-64.2% |
| Participation rate | 63.6% | 71.6%-7.9pp | 84.6%-21.0pp | 68.7%-5.0pp |
| Annual return | 0.77% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,154 | $3,485-66.9% | $5,564-79.3% | $2,203-47.6% |
| Participant deferral / active EE | $2,527 | $3,130-19.3% | $4,895-48.4% | $3,192-20.8% |
| Admin fee / account holder | $6,708 | $5,985+12.1% | $11,611-42.2% | $4,297+56.1% |