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 | $50,511 | $43,723+15.5% | $121,196-58.3% | $64,186-21.3% |
| Participation rate | 60.3% | 58.3%+2.0pp | 71.7%-11.4pp | 69.6%-9.2pp |
| Annual return | -5.67% | 68.91%-74.6pp | 16.93%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $860 | $1,296-33.6% | $4,022-78.6% | $2,381-63.9% |
| Participant deferral / active EE | $1,811 | $2,280-20.6% | $3,344-45.9% | $3,470-47.8% |
| Admin fee / account holder | $524 | $3,501-85.0% | $5,019-89.6% | $4,888-89.3% |