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 | $41,622 | $43,723-4.8% | $121,196-65.7% | $64,186-35.2% |
| Participation rate | 19.2% | 58.3%-39.1pp | 71.7%-52.5pp | 69.6%-50.3pp |
| Annual return | -7.66% | 68.91%-76.6pp | 16.93%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $453 | $1,296-65.0% | $4,022-88.7% | $2,381-81.0% |
| Participant deferral / active EE | $1,829 | $2,280-19.8% | $3,344-45.3% | $3,470-47.3% |
| Admin fee / account holder | $714 | $3,501-79.6% | $5,019-85.8% | $4,888-85.4% |