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 | $79,198 | $45,863+72.7% | $77,024+2.8% | $68,494+15.6% |
| Participation rate | 31.0% | 55.9%-24.9pp | 67.9%-36.9pp | 67.9%-36.9pp |
| Annual return | -18.79% | 1.72%-20.5pp | 42.32%-61.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,084 | $1,650-34.3% | $2,812-61.4% | $2,596-58.2% |
| Participant deferral / active EE | $2,917 | $2,962-1.5% | $4,426-34.1% | $4,027-27.6% |
| Admin fee / account holder | $13,067 | $3,041+329.7% | $5,425+140.8% | $5,403+141.9% |