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 | $31,055 | $45,566-31.8% | $64,105-51.6% | $59,632-47.9% |
| Participation rate | 38.2% | 60.2%-22.0pp | 68.2%-30.0pp | 68.7%-30.5pp |
| Annual return | 2.40% | 4.95%-2.6pp | 791.24%-788.8pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $625 | $934-33.0% | $1,820-65.6% | $2,203-71.6% |
| Participant deferral / active EE | $1,464 | $2,057-28.8% | $2,822-48.1% | $3,192-54.1% |
| Admin fee / account holder | $7,602 | $3,268+132.7% | $4,499+69.0% | $4,297+76.9% |