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 | $98,632 | $43,723+125.6% | $121,196-18.6% | $64,186+53.7% |
| Participation rate | 48.3% | 58.3%-10.0pp | 71.7%-23.5pp | 69.6%-21.3pp |
| Annual return | -7.67% | 68.91%-76.6pp | 16.93%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $878 | $1,296-32.3% | $4,022-78.2% | $2,381-63.1% |
| Participant deferral / active EE | $1,829 | $2,280-19.8% | $3,344-45.3% | $3,470-47.3% |
| Admin fee / account holder | $8,515 | $3,501+143.2% | $5,019+69.7% | $4,888+74.2% |