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 | $73,092 | $37,393+95.5% | $77,024-5.1% | $66,914+9.2% |
| Participation rate | 54.6% | 52.9%+1.8pp | 67.9%-13.3pp | 69.8%-15.2pp |
| Annual return | -12.52% | -3.29%-9.2pp | 42.32%-54.8pp | 1.58%-14.1pp |
| Employer contribution / active EE | $2,446 | $1,531+59.8% | $2,812-13.0% | $2,544-3.9% |
| Participant deferral / active EE | $2,903 | $2,617+10.9% | $4,426-34.4% | $4,237-31.5% |
| Admin fee / account holder | $5,476 | $567+866.1% | $5,425+0.9% | $593+823.0% |