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 | $77,980 | $59,805+30.4% | $79,550-2.0% | $68,494+13.8% |
| Participation rate | 60.4% | 61.1%-0.7pp | 69.5%-9.1pp | 67.9%-7.5pp |
| Annual return | -13.58% | -12.30%-1.3pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $583 | $1,505-61.3% | $2,413-75.8% | $2,596-77.5% |
| Participant deferral / active EE | $5,976 | $3,024+97.6% | $3,985+50.0% | $4,027+48.4% |
| Admin fee / account holder | $13,400 | $4,835+177.2% | $6,832+96.1% | $5,403+148.0% |