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 | $38,669 | $45,566-15.1% | $64,105-39.7% | $59,632-35.2% |
| Participation rate | 67.1% | 60.2%+6.9pp | 68.2%-1.1pp | 68.7%-1.6pp |
| Annual return | 0.62% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,008 | $934+7.9% | $1,820-44.6% | $2,203-54.2% |
| Participant deferral / active EE | $2,680 | $2,057+30.3% | $2,822-5.0% | $3,192-16.0% |
| Admin fee / account holder | $10,821 | $3,268+231.2% | $4,499+140.5% | $4,297+151.8% |