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 | $21,765 | $75,828-71.3% | $147,614-85.3% | $59,632-63.5% |
| Participation rate | 34.5% | 71.6%-37.1pp | 84.6%-50.1pp | 68.7%-34.2pp |
| Annual return | 0.80% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $897 | $3,485-74.2% | $5,564-83.9% | $2,203-59.3% |
| Participant deferral / active EE | $1,194 | $3,130-61.9% | $4,895-75.6% | $3,192-62.6% |
| Admin fee / account holder | $5,941 | $5,985-0.7% | $11,611-48.8% | $4,297+38.3% |