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 | $39,438 | $39,162+0.7% | $100,671-60.8% | $59,632-33.9% |
| Participation rate | 23.9% | 55.9%-31.9pp | 70.7%-46.8pp | 68.7%-44.8pp |
| Annual return | -2.18% | 21.07%-23.2pp | 20.43%-22.6pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $612 | $1,151-46.8% | $4,012-84.7% | $2,203-72.2% |
| Participant deferral / active EE | $1,321 | $1,992-33.7% | $3,144-58.0% | $3,192-58.6% |
| Admin fee / account holder | $519 | $2,969-82.5% | $4,850-89.3% | $4,297-87.9% |