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 | $13,737 | $75,828-81.9% | $147,614-90.7% | $59,632-77.0% |
| Participation rate | 41.6% | 71.6%-30.0pp | 84.6%-43.1pp | 68.7%-27.1pp |
| Annual return | -0.97% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $697 | $3,485-80.0% | $5,564-87.5% | $2,203-68.4% |
| Participant deferral / active EE | $1,532 | $3,130-51.0% | $4,895-68.7% | $3,192-52.0% |
| Admin fee / account holder | $6,981 | $5,985+16.6% | $11,611-39.9% | $4,297+62.5% |