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 | $42,491 | $43,723-2.8% | $121,196-64.9% | $64,186-33.8% |
| Participation rate | 62.5% | 58.3%+4.2pp | 71.7%-9.2pp | 69.6%-7.1pp |
| Annual return | -7.91% | 68.91%-76.8pp | 16.93%-24.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $834 | $1,296-35.7% | $4,022-79.3% | $2,381-65.0% |
| Participant deferral / active EE | $1,878 | $2,280-17.6% | $3,344-43.9% | $3,470-45.9% |
| Admin fee / account holder | $3,763 | $3,501+7.5% | $5,019-25.0% | $4,888-23.0% |