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 | $34,270 | $43,723-21.6% | $121,196-71.7% | $64,186-46.6% |
| Participation rate | 33.3% | 58.3%-25.0pp | 71.7%-38.4pp | 69.6%-36.2pp |
| Annual return | -6.89% | 68.91%-75.8pp | 16.93%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,260 | $1,296-2.8% | $4,022-68.7% | $2,381-47.1% |
| Participant deferral / active EE | $2,800 | $2,280+22.8% | $3,344-16.3% | $3,470-19.3% |
| Admin fee / account holder | $1,738 | $3,501-50.4% | $5,019-65.4% | $4,888-64.5% |