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 | $48,631 | $75,828-35.9% | $147,614-67.1% | $59,632-18.4% |
| Participation rate | 52.3% | 71.6%-19.2pp | 84.6%-32.3pp | 68.7%-16.3pp |
| Annual return | 0.41% | 0.37%0pp | 61.98%-61.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,137 | $3,485-38.7% | $5,564-61.6% | $2,203-3.0% |
| Participant deferral / active EE | $1,446 | $3,130-53.8% | $4,895-70.5% | $3,192-54.7% |
| Admin fee / account holder | $3,344 | $5,985-44.1% | $11,611-71.2% | $4,297-22.2% |