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 7-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 | $48,183 | $45,566+5.7% | $64,105-24.8% | $59,632-19.2% |
| Participation rate | 69.8% | 60.2%+9.6pp | 68.2%+1.6pp | 68.7%+1.1pp |
| Annual return | -0.54% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $353 | $934-62.2% | $1,820-80.6% | $2,203-84.0% |
| Participant deferral / active EE | $1,767 | $2,057-14.1% | $2,822-37.4% | $3,192-44.6% |
| Admin fee / account holder | $8,396 | $3,268+156.9% | $4,499+86.6% | $4,297+95.4% |