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 | $27,143 | $37,134-26.9% | $100,671-73.0% | $52,331-48.1% |
| Participation rate | 51.7% | 57.7%-6.0pp | 70.7%-19.0pp | 68.1%-16.4pp |
| Annual return | 0.66% | 0.10%+0.6pp | 20.43%-19.8pp | 4.54%-3.9pp |
| Employer contribution / active EE | $822 | $1,187-30.7% | $4,012-79.5% | $1,882-56.3% |
| Participant deferral / active EE | $1,248 | $2,163-42.3% | $3,144-60.3% | $3,022-58.7% |
| Admin fee / account holder | $445 | $467-4.6% | $4,850-90.8% | $592-24.7% |