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 | $71,363 | $45,863+55.6% | $77,024-7.3% | $68,494+4.2% |
| Participation rate | 56.3% | 55.9%+0.3pp | 67.9%-11.7pp | 67.9%-11.6pp |
| Annual return | -17.39% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $464 | $1,650-71.9% | $2,812-83.5% | $2,596-82.1% |
| Participant deferral / active EE | $4,541 | $2,962+53.3% | $4,426+2.6% | $4,027+12.8% |
| Admin fee / account holder | $11,212 | $3,041+268.8% | $5,425+106.7% | $5,403+107.5% |