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 | $31,030 | $57,354-45.9% | $83,848-63.0% | $64,186-51.7% |
| Participation rate | 61.0% | 68.6%-7.6pp | 76.1%-15.2pp | 69.6%-8.6pp |
| Annual return | -8.19% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,791 | $2,545+9.7% | $3,631-23.1% | $2,381+17.2% |
| Participant deferral / active EE | $1,403 | $2,993-53.1% | $4,082-65.6% | $3,470-59.6% |
| Admin fee / account holder | $1,327 | $4,046-67.2% | $5,478-75.8% | $4,888-72.9% |