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 | $29,521 | $167,484-82.4% | $151,611-80.5% | $134,475-78.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 0.20% | 7.80%-7.6pp | 3.33%-3.1pp | 417.96%-417.8pp |
| Employer contribution / active EE | $3,021 | $6,829-55.8% | $6,166-51.0% | $4,740-36.3% |
| Participant deferral / active EE | $17,333 | $8,986+92.9% | $8,363+107.3% | $6,400+170.8% |
| Admin fee / account holder | $53,861 | $13,783+290.8% | $11,616+363.7% | $11,426+371.4% |