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 | $77,878 | $45,863+69.8% | $77,024+1.1% | $68,494+13.7% |
| Participation rate | 59.1% | 55.9%+3.2pp | 67.9%-8.8pp | 67.9%-8.8pp |
| Annual return | -15.84% | 1.72%-17.6pp | 42.32%-58.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,441 | $1,650-12.7% | $2,812-48.8% | $2,596-44.5% |
| Participant deferral / active EE | $2,820 | $2,962-4.8% | $4,426-36.3% | $4,027-30.0% |
| Admin fee / account holder | $4,757 | $3,041+56.4% | $5,425-12.3% | $5,403-12.0% |