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 | $14,061 | $95,193-85.2% | $76,523-81.6% | $135,375-89.6% |
| Participation rate | 19.0% | 74.4%-55.3pp | 68.0%-49.0pp | 82.6%-63.6pp |
| Annual return | -3.33% | 4.85%-8.2pp | -0.27%-3.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $546 | $3,302-83.5% | $2,647-79.4% | $4,779-88.6% |
| Participant deferral / active EE | $883 | $4,639-81.0% | $3,835-77.0% | $5,609-84.3% |
| Admin fee / account holder | $12,432 | $6,249+99.0% | $4,848+156.4% | $10,827+14.8% |