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 | $41,096 | $32,117+28.0% | $71,086-42.2% | $64,186-36.0% |
| Participation rate | 64.5% | 42.7%+21.8pp | 54.7%+9.9pp | 69.6%-5.1pp |
| Annual return | -7.50% | -5.57%-1.9pp | 650.59%-658.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,148 | $712+201.6% | $1,088+97.5% | $2,381-9.8% |
| Participant deferral / active EE | $4,312 | $1,263+241.4% | $1,874+130.1% | $3,470+24.3% |
| Admin fee / account holder | $1,651 | $2,759-40.2% | $3,082-46.5% | $4,888-66.2% |