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 | $63,858 | $43,723+46.1% | $121,196-47.3% | $64,186-0.5% |
| Participation rate | 41.7% | 58.3%-16.7pp | 71.7%-30.1pp | 69.6%-27.9pp |
| Annual return | -7.33% | 68.91%-76.2pp | 16.93%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $433 | $1,296-66.6% | $4,022-89.2% | $2,381-81.8% |
| Participant deferral / active EE | $1,847 | $2,280-19.0% | $3,344-44.8% | $3,470-46.8% |
| Admin fee / account holder | $551 | $3,501-84.3% | $5,019-89.0% | $4,888-88.7% |