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 | $36,814 | $43,723-15.8% | $121,196-69.6% | $64,186-42.6% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.7%-21.7pp | 69.6%-19.6pp |
| Annual return | -5.52% | 68.91%-74.4pp | 16.93%-22.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $706 | $1,296-45.5% | $4,022-82.4% | $2,381-70.3% |
| Participant deferral / active EE | $1,502 | $2,280-34.1% | $3,344-55.1% | $3,470-56.7% |
| Admin fee / account holder | $1,572 | $3,501-55.1% | $5,019-68.7% | $4,888-67.8% |