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 | $38,902 | $127,100-69.4% | $105,738-63.2% | $135,375-71.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -0.76% | 4.49%-5.3pp | 6.27%-7.0pp | 519.73%-520.5pp |
| Employer contribution / active EE | $1,282 | $4,107-68.8% | $3,268-60.8% | $4,779-73.2% |
| Participant deferral / active EE | $6,377 | $5,064+25.9% | $4,080+56.3% | $5,609+13.7% |
| Admin fee / account holder | $41,182 | $9,087+353.2% | $6,913+495.7% | $10,827+280.4% |