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 | $43,722 | $45,566-4.0% | $64,105-31.8% | $59,632-26.7% |
| Participation rate | 61.5% | 60.2%+1.4pp | 68.2%-6.6pp | 68.7%-7.1pp |
| Annual return | -1.39% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $970 | $934+3.8% | $1,820-46.7% | $2,203-56.0% |
| Participant deferral / active EE | $2,291 | $2,057+11.4% | $2,822-18.8% | $3,192-28.2% |
| Admin fee / account holder | $3,950 | $3,268+20.9% | $4,499-12.2% | $4,297-8.1% |