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 | $62,522 | $43,723+43.0% | $121,196-48.4% | $64,186-2.6% |
| Participation rate | 54.5% | 58.3%-3.8pp | 71.7%-17.2pp | 69.6%-15.0pp |
| Annual return | -5.85% | 68.91%-74.8pp | 16.93%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $825 | $1,296-36.3% | $4,022-79.5% | $2,381-65.3% |
| Participant deferral / active EE | $972 | $2,280-57.3% | $3,344-70.9% | $3,470-72.0% |
| Admin fee / account holder | $1,620 | $3,501-53.7% | $5,019-67.7% | $4,888-66.9% |