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 | $42,377 | $43,723-3.1% | $121,196-65.0% | $64,186-34.0% |
| Participation rate | 65.8% | 58.3%+7.5pp | 71.7%-6.0pp | 69.6%-3.8pp |
| Annual return | -6.00% | 68.91%-74.9pp | 16.93%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,510 | $1,296+16.5% | $4,022-62.5% | $2,381-36.6% |
| Participant deferral / active EE | $3,606 | $2,280+58.2% | $3,344+7.8% | $3,470+3.9% |
| Admin fee / account holder | $4,070 | $3,501+16.3% | $5,019-18.9% | $4,888-16.7% |