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 | $75,703 | $75,828-0.2% | $147,614-48.7% | $59,632+26.9% |
| Participation rate | 52.3% | 71.6%-19.2pp | 84.6%-32.3pp | 68.7%-16.3pp |
| Annual return | 0.28% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $688 | $3,485-80.2% | $5,564-87.6% | $2,203-68.8% |
| Participant deferral / active EE | $3,026 | $3,130-3.3% | $4,895-38.2% | $3,192-5.2% |
| Admin fee / account holder | $2,047 | $5,985-65.8% | $11,611-82.4% | $4,297-52.4% |