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 | $35,006 | $43,723-19.9% | $121,196-71.1% | $64,186-45.5% |
| Participation rate | 69.0% | 58.3%+10.6pp | 71.7%-2.8pp | 69.6%-0.6pp |
| Annual return | -4.63% | 68.91%-73.5pp | 16.93%-21.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,450 | $1,296+11.9% | $4,022-63.9% | $2,381-39.1% |
| Participant deferral / active EE | $1,617 | $2,280-29.1% | $3,344-51.6% | $3,470-53.4% |
| Admin fee / account holder | $2,111 | $3,501-39.7% | $5,019-57.9% | $4,888-56.8% |