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 | $71,138 | $72,177-1.4% | $115,037-38.2% | $59,632+19.3% |
| Participation rate | 57.8% | 72.6%-14.8pp | 81.4%-23.6pp | 68.7%-10.9pp |
| Annual return | 1.94% | 12.02%-10.1pp | 26.14%-24.2pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,326 | $4,783-51.4% | $6,026-61.4% | $3,192-27.1% |
| Admin fee / account holder | $13,465 | $4,927+173.3% | $8,175+64.7% | $4,297+213.4% |