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 | $121,024 | $42,548+184.4% | $74,550+62.3% | $56,287+115.0% |
| Participation rate | 69.0% | 60.5%+8.5pp | 69.1%-0.1pp | 69.9%-0.9pp |
| Annual return | -5.57% | 12.40%-18.0pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,834 | $855+231.5% | $1,961+44.5% | $2,111+34.3% |
| Participant deferral / active EE | $2,893 | $2,277+27.0% | $3,108-6.9% | $3,350-13.6% |
| Admin fee / account holder | $4,348 | $467+830.7% | $5,060-14.1% | $521+734.6% |