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 | $45,722 | $43,723+4.6% | $121,196-62.3% | $64,186-28.8% |
| Participation rate | 48.9% | 58.3%-9.4pp | 71.7%-22.9pp | 69.6%-20.7pp |
| Annual return | -6.14% | 68.91%-75.1pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $644 | $1,296-50.3% | $4,022-84.0% | $2,381-73.0% |
| Participant deferral / active EE | $2,140 | $2,280-6.1% | $3,344-36.0% | $3,470-38.3% |
| Admin fee / account holder | $2,254 | $3,501-35.6% | $5,019-55.1% | $4,888-53.9% |