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 | $88,195 | $37,393+135.9% | $77,024+14.5% | $66,914+31.8% |
| Participation rate | 44.9% | 52.9%-8.0pp | 67.9%-23.0pp | 69.8%-24.9pp |
| Annual return | -16.04% | -3.29%-12.7pp | 42.32%-58.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,433 | $1,531-6.4% | $2,812-49.0% | $2,544-43.7% |
| Participant deferral / active EE | $2,681 | $2,617+2.4% | $4,426-39.4% | $4,237-36.7% |
| Admin fee / account holder | $2,066 | $567+264.4% | $5,425-61.9% | $593+248.2% |