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 | $46,437 | $76,000-38.9% | $154,107-69.9% | $64,186-27.7% |
| Participation rate | 42.2% | 70.4%-28.2pp | 83.0%-40.8pp | 69.6%-27.3pp |
| Annual return | -6.92% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,164 | $3,351-65.3% | $5,298-78.0% | $2,381-51.1% |
| Participant deferral / active EE | $1,638 | $3,175-48.4% | $5,081-67.8% | $3,470-52.8% |
| Admin fee / account holder | $3,022 | $5,596-46.0% | $13,411-77.5% | $4,888-38.2% |