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 | $113,667 | $45,863+147.8% | $77,024+47.6% | $68,494+66.0% |
| Participation rate | 41.9% | 55.9%-14.0pp | 67.9%-26.0pp | 67.9%-26.0pp |
| Annual return | -13.84% | 1.72%-15.6pp | 42.32%-56.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $816 | $1,650-50.5% | $2,812-71.0% | $2,596-68.6% |
| Participant deferral / active EE | $3,576 | $2,962+20.7% | $4,426-19.2% | $4,027-11.2% |
| Admin fee / account holder | $678 | $3,041-77.7% | $5,425-87.5% | $5,403-87.5% |