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 | $32,199 | $52,903-39.1% | $73,307-56.1% | $59,632-46.0% |
| Participation rate | 62.9% | 68.2%-5.4pp | 74.9%-12.1pp | 68.7%-5.8pp |
| Annual return | 0.93% | 12.20%-11.3pp | 5.67%-4.7pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $743 | $1,909-61.1% | $3,237-77.0% | $2,203-66.3% |
| Participant deferral / active EE | $1,821 | $4,069-55.3% | $4,991-63.5% | $3,192-43.0% |
| Admin fee / account holder | $348 | $3,834-90.9% | $5,637-93.8% | $4,297-91.9% |