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 | $65,848 | $45,863+43.6% | $77,024-14.5% | $68,494-3.9% |
| Participation rate | 41.2% | 55.9%-14.7pp | 67.9%-26.7pp | 67.9%-26.7pp |
| Annual return | -8.11% | 1.72%-9.8pp | 42.32%-50.4pp | -7.84%-0.3pp |
| Employer contribution / active EE | $833 | $1,650-49.5% | $2,812-70.4% | $2,596-67.9% |
| Participant deferral / active EE | $3,017 | $2,962+1.8% | $4,426-31.8% | $4,027-25.1% |
| Admin fee / account holder | $2,739 | $3,041-9.9% | $5,425-49.5% | $5,403-49.3% |