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 | $75,057 | $92,222-18.6% | $76,768-2.2% | $135,375-44.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -2.10% | 5.46%-7.6pp | 2.43%-4.5pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,325 | $3,216-58.8% | $2,485-46.7% | $4,779-72.3% |
| Participant deferral / active EE | $3,889 | $4,509-13.7% | $3,852+1.0% | $5,609-30.7% |
| Admin fee / account holder | $29,017 | $10,748+170.0% | $6,675+334.7% | $10,827+168.0% |