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 | $34,180 | $49,177-30.5% | $79,464-57.0% | $64,186-46.7% |
| Participation rate | 64.7% | 65.0%-0.3pp | 73.3%-8.6pp | 69.6%-4.9pp |
| Annual return | 0.59% | -1.16%+1.7pp | 718.14%-717.6pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,711 | $2,076-17.6% | $2,800-38.9% | $2,381-28.1% |
| Participant deferral / active EE | $2,734 | $2,821-3.1% | $3,704-26.2% | $3,470-21.2% |
| Admin fee / account holder | $10,288 | $3,839+168.0% | $5,113+101.2% | $4,888+110.5% |