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 | $35,402 | $45,863-22.8% | $77,024-54.0% | $68,494-48.3% |
| Participation rate | 53.1% | 55.9%-2.8pp | 67.9%-14.8pp | 67.9%-14.8pp |
| Annual return | -16.06% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,101 | $1,650-33.3% | $2,812-60.9% | $2,596-57.6% |
| Participant deferral / active EE | $2,733 | $2,962-7.7% | $4,426-38.2% | $4,027-32.1% |
| Admin fee / account holder | $657 | $3,041-78.4% | $5,425-87.9% | $5,403-87.8% |