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 | $51,849 | $92,222-43.8% | $76,768-32.5% | $135,375-61.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | 0.09% | 5.46%-5.4pp | 2.43%-2.3pp | 519.73%-519.6pp |
| Employer contribution / active EE | $3,417 | $3,216+6.3% | $2,485+37.5% | $4,779-28.5% |
| Participant deferral / active EE | $9,066 | $4,509+101.1% | $3,852+135.4% | $5,609+61.6% |
| Admin fee / account holder | $24,089 | $10,748+124.1% | $6,675+260.9% | $10,827+122.5% |