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 | $44,368 | $72,177-38.5% | $115,037-61.4% | $59,632-25.6% |
| Participation rate | 56.0% | 72.6%-16.6pp | 81.4%-25.4pp | 68.7%-12.7pp |
| Annual return | 0.42% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,102 | $4,783-14.2% | $6,026-31.9% | $3,192+28.5% |
| Admin fee / account holder | $4,782 | $4,927-2.9% | $8,175-41.5% | $4,297+11.3% |