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 | $83,212 | $59,805+39.1% | $79,550+4.6% | $68,494+21.5% |
| Participation rate | 46.7% | 61.1%-14.4pp | 69.5%-22.8pp | 67.9%-21.2pp |
| Annual return | -15.83% | -12.30%-3.5pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,243 | $1,505+49.1% | $2,413-7.0% | $2,596-13.6% |
| Participant deferral / active EE | $4,310 | $3,024+42.5% | $3,985+8.1% | $4,027+7.0% |
| Admin fee / account holder | $11,804 | $4,835+144.1% | $6,832+72.8% | $5,403+118.5% |