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 | $45,147 | $43,723+3.3% | $121,196-62.7% | $64,186-29.7% |
| Participation rate | 61.3% | 58.3%+3.0pp | 71.7%-10.5pp | 69.6%-8.3pp |
| Annual return | -3.46% | 68.91%-72.4pp | 16.93%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,367 | $1,296+5.4% | $4,022-66.0% | $2,381-42.6% |
| Participant deferral / active EE | $2,165 | $2,280-5.0% | $3,344-35.3% | $3,470-37.6% |
| Admin fee / account holder | $12,746 | $3,501+264.1% | $5,019+154.0% | $4,888+160.8% |