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 | $28,902 | $43,723-33.9% | $121,196-76.2% | $64,186-55.0% |
| Participation rate | 56.3% | 58.3%-2.1pp | 71.7%-15.5pp | 69.6%-13.3pp |
| Annual return | -5.34% | 68.91%-74.3pp | 16.93%-22.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $892 | $1,296-31.2% | $4,022-77.8% | $2,381-62.5% |
| Participant deferral / active EE | $2,694 | $2,280+18.2% | $3,344-19.4% | $3,470-22.4% |
| Admin fee / account holder | $714 | $3,501-79.6% | $5,019-85.8% | $4,888-85.4% |