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 | $19,778 | $75,828-73.9% | $147,614-86.6% | $59,632-66.8% |
| Participation rate | 28.0% | 71.6%-43.6pp | 84.6%-56.6pp | 68.7%-40.7pp |
| Annual return | 0.54% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $707 | $3,485-79.7% | $5,564-87.3% | $2,203-67.9% |
| Participant deferral / active EE | $1,130 | $3,130-63.9% | $4,895-76.9% | $3,192-64.6% |
| Admin fee / account holder | $812 | $5,985-86.4% | $11,611-93.0% | $4,297-81.1% |