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 | $35,749 | $43,723-18.2% | $121,196-70.5% | $64,186-44.3% |
| Participation rate | 59.3% | 58.3%+0.9pp | 71.7%-12.5pp | 69.6%-10.3pp |
| Annual return | -7.37% | 68.91%-76.3pp | 16.93%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $784 | $1,296-39.5% | $4,022-80.5% | $2,381-67.1% |
| Participant deferral / active EE | $3,253 | $2,280+42.7% | $3,344-2.7% | $3,470-6.2% |
| Admin fee / account holder | $313 | $3,501-91.1% | $5,019-93.8% | $4,888-93.6% |