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 | $37,183 | $39,162-5.1% | $100,671-63.1% | $59,632-37.6% |
| Participation rate | 33.3% | 55.9%-22.5pp | 70.7%-37.4pp | 68.7%-35.3pp |
| Annual return | 0.73% | 21.07%-20.3pp | 20.43%-19.7pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $219 | $1,151-81.0% | $4,012-94.5% | $2,203-90.1% |
| Participant deferral / active EE | $1,664 | $1,992-16.5% | $3,144-47.1% | $3,192-47.9% |
| Admin fee / account holder | $6,190 | $2,969+108.4% | $4,850+27.6% | $4,297+44.0% |