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 | $63,663 | $43,723+45.6% | $121,196-47.5% | $64,186-0.8% |
| Participation rate | 60.0% | 58.3%+1.7pp | 71.7%-11.7pp | 69.6%-9.6pp |
| Annual return | -6.03% | 68.91%-74.9pp | 16.93%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $440 | $1,296-66.0% | $4,022-89.1% | $2,381-81.5% |
| Participant deferral / active EE | $4,056 | $2,280+77.9% | $3,344+21.3% | $3,470+16.9% |
| Admin fee / account holder | $7,593 | $3,501+116.9% | $5,019+51.3% | $4,888+55.3% |