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 | $59,241 | $52,681+12.5% | $75,781-21.8% | $59,632-0.7% |
| Participation rate | 36.7% | 67.2%-30.5pp | 75.8%-39.1pp | 68.7%-31.9pp |
| Annual return | -2.02% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,417 | $2,193-35.4% | $3,323-57.4% | $2,203-35.7% |
| Participant deferral / active EE | $3,194 | $2,591+23.3% | $3,651-12.5% | $3,192+0.1% |
| Admin fee / account holder | $7,507 | $3,610+108.0% | $5,299+41.7% | $4,297+74.7% |