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 | $41,839 | $40,256+3.9% | $57,343-27.0% | $59,632-29.8% |
| Participation rate | 27.5% | 69.2%-41.7pp | 75.1%-47.6pp | 68.7%-41.2pp |
| Annual return | -0.74% | 27.49%-28.2pp | 24.39%-25.1pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,303 | $2,399-45.7% | $3,162-58.8% | $3,192-59.2% |
| Admin fee / account holder | $3,776 | $2,818+34.0% | $3,356+12.5% | $4,297-12.1% |