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 | $28,204 | $43,723-35.5% | $121,196-76.7% | $64,186-56.1% |
| Participation rate | 37.8% | 58.3%-20.5pp | 71.7%-33.9pp | 69.6%-31.8pp |
| Annual return | -0.22% | 68.91%-69.1pp | 16.93%-17.2pp | 7.63%-7.9pp |
| Employer contribution / active EE | $534 | $1,296-58.8% | $4,022-86.7% | $2,381-77.6% |
| Participant deferral / active EE | $1,075 | $2,280-52.9% | $3,344-67.9% | $3,470-69.0% |
| Admin fee / account holder | $2,022 | $3,501-42.2% | $5,019-59.7% | $4,888-58.6% |