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 | $41,896 | $43,723-4.2% | $121,196-65.4% | $64,186-34.7% |
| Participation rate | 62.5% | 58.3%+4.2pp | 71.7%-9.2pp | 69.6%-7.1pp |
| Annual return | -7.55% | 68.91%-76.5pp | 16.93%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,343 | $1,296+3.6% | $4,022-66.6% | $2,381-43.6% |
| Participant deferral / active EE | $2,434 | $2,280+6.8% | $3,344-27.2% | $3,470-29.8% |
| Admin fee / account holder | $2,699 | $3,501-22.9% | $5,019-46.2% | $4,888-44.8% |