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 | $34,606 | $45,438-23.8% | $80,004-56.7% | $59,632-42.0% |
| Participation rate | 35.8% | 63.7%-27.9pp | 73.0%-37.2pp | 68.7%-32.8pp |
| Annual return | -0.13% | 5.10%-5.2pp | 7.63%-7.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,352 | $2,231-39.4% | $3,204-57.8% | $3,192-57.6% |
| Admin fee / account holder | $2,422 | $3,464-30.1% | $5,033-51.9% | $4,297-43.6% |