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 | $32,601 | $43,723-25.4% | $121,196-73.1% | $64,186-49.2% |
| Participation rate | 43.8% | 58.3%-14.6pp | 71.7%-28.0pp | 69.6%-25.8pp |
| Annual return | -7.69% | 68.91%-76.6pp | 16.93%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,379 | $1,296+6.4% | $4,022-65.7% | $2,381-42.1% |
| Participant deferral / active EE | $2,359 | $2,280+3.5% | $3,344-29.5% | $3,470-32.0% |
| Admin fee / account holder | $1,450 | $3,501-58.6% | $5,019-71.1% | $4,888-70.3% |