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 | $36,472 | $82,032-55.5% | $123,104-70.4% | $59,632-38.8% |
| Participation rate | 69.0% | 83.2%-14.2pp | 86.8%-17.8pp | 68.7%+0.3pp |
| Annual return | -1.80% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,147 | $3,297-34.9% | $5,151-58.3% | $2,203-2.5% |
| Participant deferral / active EE | $5,317 | $4,667+13.9% | $6,230-14.6% | $3,192+66.6% |
| Admin fee / account holder | $1,343 | $5,881-77.2% | $9,015-85.1% | $4,297-68.8% |