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 | $59,446 | $43,723+36.0% | $121,196-51.0% | $64,186-7.4% |
| Participation rate | 67.6% | 58.3%+9.3pp | 71.7%-4.1pp | 69.6%-1.9pp |
| Annual return | -7.44% | 68.91%-76.4pp | 16.93%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,223 | $1,296+71.5% | $4,022-44.7% | $2,381-6.6% |
| Participant deferral / active EE | $3,454 | $2,280+51.5% | $3,344+3.3% | $3,470-0.4% |
| Admin fee / account holder | $8,963 | $3,501+156.0% | $5,019+78.6% | $4,888+83.4% |