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 | $33,451 | $95,193-64.9% | $76,523-56.3% | $135,375-75.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | 0.16% | 4.85%-4.7pp | -0.27%+0.4pp | 519.73%-519.6pp |
| Employer contribution / active EE | $3,021 | $3,302-8.5% | $2,647+14.1% | $4,779-36.8% |
| Participant deferral / active EE | $1,517 | $4,639-67.3% | $3,835-60.5% | $5,609-73.0% |
| Admin fee / account holder | $23,835 | $6,249+281.4% | $4,848+391.6% | $10,827+120.1% |