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 | $117,342 | $61,660+90.3% | $80,019+46.6% | $64,186+82.8% |
| Participation rate | 48.0% | 71.7%-23.7pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | -6.52% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $986 | $1,810-45.6% | $2,468-60.1% | $2,381-58.6% |
| Participant deferral / active EE | $4,009 | $2,968+35.1% | $3,686+8.8% | $3,470+15.6% |
| Admin fee / account holder | $685 | $5,417-87.4% | $6,521-89.5% | $4,888-86.0% |