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 | $27,660 | $95,193-70.9% | $76,523-63.9% | $135,375-79.6% |
| Participation rate | 56.5% | 74.4%-17.9pp | 68.0%-11.5pp | 82.6%-26.1pp |
| Annual return | 1.32% | 4.85%-3.5pp | -0.27%+1.6pp | 519.73%-518.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,315 | $4,639-71.7% | $3,835-65.7% | $5,609-76.6% |
| Admin fee / account holder | $882 | $6,249-85.9% | $4,848-81.8% | $10,827-91.9% |