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 | $23,319 | $75,828-69.2% | $147,614-84.2% | $59,632-60.9% |
| Participation rate | 60.0% | 71.6%-11.6pp | 84.6%-24.6pp | 68.7%-8.7pp |
| Annual return | -1.73% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,148 | $3,485-67.0% | $5,564-79.4% | $2,203-47.9% |
| Participant deferral / active EE | $2,539 | $3,130-18.9% | $4,895-48.1% | $3,192-20.5% |
| Admin fee / account holder | $2,075 | $5,985-65.3% | $11,611-82.1% | $4,297-51.7% |