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 | $77,678 | $43,723+77.7% | $121,196-35.9% | $64,186+21.0% |
| Participation rate | 62.0% | 58.3%+3.7pp | 71.7%-9.7pp | 69.6%-7.5pp |
| Annual return | -6.75% | 68.91%-75.7pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $981 | $1,296-24.3% | $4,022-75.6% | $2,381-58.8% |
| Participant deferral / active EE | $2,384 | $2,280+4.6% | $3,344-28.7% | $3,470-31.3% |
| Admin fee / account holder | $893 | $3,501-74.5% | $5,019-82.2% | $4,888-81.7% |