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 | $37,303 | $45,566-18.1% | $64,105-41.8% | $59,632-37.4% |
| Participation rate | 59.2% | 60.2%-1.0pp | 68.2%-9.0pp | 68.7%-9.5pp |
| Annual return | -0.48% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $556 | $934-40.5% | $1,820-69.5% | $2,203-74.8% |
| Participant deferral / active EE | $2,017 | $2,057-1.9% | $2,822-28.5% | $3,192-36.8% |
| Admin fee / account holder | $802 | $3,268-75.5% | $4,499-82.2% | $4,297-81.3% |