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 | $37,945 | $43,723-13.2% | $121,196-68.7% | $64,186-40.9% |
| Participation rate | 63.9% | 58.3%+5.6pp | 71.7%-7.8pp | 69.6%-5.6pp |
| Annual return | -7.07% | 68.91%-76.0pp | 16.93%-24.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $640 | $1,296-50.7% | $4,022-84.1% | $2,381-73.1% |
| Participant deferral / active EE | $2,056 | $2,280-9.8% | $3,344-38.5% | $3,470-40.7% |
| Admin fee / account holder | $4,887 | $3,501+39.6% | $5,019-2.6% | $4,8880% |