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 | $37,441 | $59,332-36.9% | $90,223-58.5% | $59,632-37.2% |
| Participation rate | 40.0% | 71.9%-31.9pp | 79.0%-39.0pp | 68.7%-28.7pp |
| Annual return | -0.92% | 3.25%-4.2pp | 1.31%-2.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,375 | $3,031-54.6% | $4,378-68.6% | $2,203-37.6% |
| Participant deferral / active EE | $2,558 | $4,369-41.5% | $5,792-55.8% | $3,192-19.9% |
| Admin fee / account holder | $15,313 | $5,032+204.3% | $7,406+106.8% | $4,297+256.4% |