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 | $63,569 | $52,681+20.7% | $75,781-16.1% | $59,632+6.6% |
| Participation rate | 19.4% | 67.2%-47.9pp | 75.8%-56.5pp | 68.7%-49.3pp |
| Annual return | -1.45% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,568 | $2,591-39.5% | $3,651-57.0% | $3,192-50.9% |
| Admin fee / account holder | $6,615 | $3,610+83.3% | $5,299+24.8% | $4,297+53.9% |