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 | $62,294 | $43,723+42.5% | $121,196-48.6% | $64,186-2.9% |
| Participation rate | 40.6% | 58.3%-17.7pp | 71.7%-31.1pp | 69.6%-28.9pp |
| Annual return | -6.79% | 68.91%-75.7pp | 16.93%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $793 | $1,296-38.8% | $4,022-80.3% | $2,381-66.7% |
| Participant deferral / active EE | $1,853 | $2,280-18.7% | $3,344-44.6% | $3,470-46.6% |
| Admin fee / account holder | $9,435 | $3,501+169.5% | $5,019+88.0% | $4,888+93.0% |