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 | $42,430 | $43,723-3.0% | $121,196-65.0% | $64,186-33.9% |
| Participation rate | 48.1% | 58.3%-10.2pp | 71.7%-23.6pp | 69.6%-21.4pp |
| Annual return | -6.60% | 68.91%-75.5pp | 16.93%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,525 | $1,296+17.6% | $4,022-62.1% | $2,381-36.0% |
| Participant deferral / active EE | $2,499 | $2,280+9.6% | $3,344-25.3% | $3,470-28.0% |
| Admin fee / account holder | $1,837 | $3,501-47.5% | $5,019-63.4% | $4,888-62.4% |