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 | $32,993 | $32,117+2.7% | $71,086-53.6% | $64,186-48.6% |
| Participation rate | 67.5% | 42.7%+24.8pp | 54.7%+12.8pp | 69.6%-2.1pp |
| Annual return | -8.03% | -5.57%-2.5pp | 650.59%-658.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,641 | $712+130.4% | $1,088+50.9% | $2,381-31.1% |
| Participant deferral / active EE | $3,245 | $1,263+156.9% | $1,874+73.1% | $3,470-6.5% |
| Admin fee / account holder | $3,019 | $2,759+9.4% | $3,082-2.1% | $4,888-38.2% |