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 | $55,509 | $43,723+27.0% | $121,196-54.2% | $64,186-13.5% |
| Participation rate | 29.4% | 58.3%-28.9pp | 71.7%-42.3pp | 69.6%-40.2pp |
| Annual return | -5.79% | 68.91%-74.7pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $723 | $1,296-44.2% | $4,022-82.0% | $2,381-69.6% |
| Participant deferral / active EE | $1,805 | $2,280-20.8% | $3,344-46.0% | $3,470-48.0% |
| Admin fee / account holder | $979 | $3,501-72.0% | $5,019-80.5% | $4,888-80.0% |