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 | $53,127 | $45,863+15.8% | $77,024-31.0% | $68,494-22.4% |
| Participation rate | 69.0% | 55.9%+13.1pp | 67.9%+1.1pp | 67.9%+1.1pp |
| Annual return | -17.35% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $367 | $1,650-77.8% | $2,812-87.0% | $2,596-85.9% |
| Participant deferral / active EE | $2,742 | $2,962-7.4% | $4,426-38.1% | $4,027-31.9% |
| Admin fee / account holder | $1,468 | $3,041-51.7% | $5,425-72.9% | $5,403-72.8% |