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 | $32,139 | $43,723-26.5% | $121,196-73.5% | $64,186-49.9% |
| Participation rate | 57.8% | 58.3%-0.5pp | 71.7%-14.0pp | 69.6%-11.8pp |
| Annual return | -4.32% | 68.91%-73.2pp | 16.93%-21.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,241 | $1,296-4.3% | $4,022-69.2% | $2,381-47.9% |
| Participant deferral / active EE | $2,345 | $2,280+2.9% | $3,344-29.9% | $3,470-32.4% |
| Admin fee / account holder | $1,307 | $3,501-62.7% | $5,019-74.0% | $4,888-73.3% |