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 | $33,309 | $72,177-53.9% | $115,037-71.0% | $59,632-44.1% |
| Participation rate | 14.3% | 72.6%-58.3pp | 81.4%-67.1pp | 68.7%-54.4pp |
| Annual return | 1.10% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,124 | $4,783-13.8% | $6,026-31.6% | $3,192+29.2% |
| Admin fee / account holder | $14,694 | $4,927+198.2% | $8,175+79.7% | $4,297+242.0% |