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 | $83,201 | $59,805+39.1% | $79,550+4.6% | $68,494+21.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -18.82% | -12.30%-6.5pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $855 | $1,505-43.2% | $2,413-64.6% | $2,596-67.1% |
| Participant deferral / active EE | $7,585 | $3,024+150.8% | $3,985+90.3% | $4,027+88.3% |
| Admin fee / account holder | $3,747 | $4,835-22.5% | $6,832-45.2% | $5,403-30.7% |