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 | $42,947 | $65,703-34.6% | $94,224-54.4% | $59,632-28.0% |
| Participation rate | 36.2% | 72.1%-36.0pp | 78.8%-42.6pp | 68.7%-32.5pp |
| Annual return | -0.75% | 5.22%-6.0pp | 10.68%-11.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,247 | $2,021-38.3% | $3,587-65.2% | $2,203-43.4% |
| Participant deferral / active EE | $2,576 | $3,143-18.0% | $4,320-40.4% | $3,192-19.3% |
| Admin fee / account holder | $6,353 | $4,264+49.0% | $6,269+1.3% | $4,297+47.9% |