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 | $72,461 | $43,723+65.7% | $121,196-40.2% | $64,186+12.9% |
| Participation rate | 29.6% | 58.3%-28.7pp | 71.7%-42.1pp | 69.6%-39.9pp |
| Annual return | -1.54% | 68.91%-70.5pp | 16.93%-18.5pp | 7.63%-9.2pp |
| Employer contribution / active EE | $950 | $1,296-26.7% | $4,022-76.4% | $2,381-60.1% |
| Participant deferral / active EE | $1,771 | $2,280-22.3% | $3,344-47.1% | $3,470-49.0% |
| Admin fee / account holder | $2,158 | $3,501-38.4% | $5,019-57.0% | $4,888-55.9% |