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 | $97,556 | $59,805+63.1% | $79,550+22.6% | $68,494+42.4% |
| Participation rate | 36.1% | 61.1%-25.0pp | 69.5%-33.4pp | 67.9%-31.8pp |
| Annual return | -18.39% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $675 | $1,505-55.2% | $2,413-72.0% | $2,596-74.0% |
| Participant deferral / active EE | $1,397 | $3,024-53.8% | $3,985-64.9% | $4,027-65.3% |
| Admin fee / account holder | $394 | $4,835-91.8% | $6,832-94.2% | $5,403-92.7% |