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 | $52,646 | $94,529-44.3% | $140,016-62.4% | $64,186-18.0% |
| Participation rate | 56.5% | 84.1%-27.6pp | 87.5%-31.0pp | 69.6%-13.0pp |
| Annual return | 0.08% | 7.77%-7.7pp | 651.12%-651.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,934 | $3,812-49.3% | $5,606-65.5% | $2,381-18.8% |
| Participant deferral / active EE | $4,242 | $5,250-19.2% | $6,927-38.8% | $3,470+22.3% |
| Admin fee / account holder | $11,382 | $6,741+68.8% | $10,705+6.3% | $4,888+132.8% |