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 | $45,223 | $72,177-37.3% | $115,037-60.7% | $59,632-24.2% |
| Participation rate | 41.4% | 72.6%-31.2pp | 81.4%-40.0pp | 68.7%-27.3pp |
| Annual return | -2.18% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,485 | $2,841-47.7% | $4,608-67.8% | $2,203-32.6% |
| Participant deferral / active EE | $3,541 | $4,783-26.0% | $6,026-41.2% | $3,192+10.9% |
| Admin fee / account holder | $9,015 | $4,927+83.0% | $8,175+10.3% | $4,297+109.8% |