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 3-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 | $91,529 | $62,603+46.2% | $104,294-12.2% | $66,914+36.8% |
| Participation rate | 31.8% | 59.6%-27.8pp | 73.3%-41.5pp | 69.8%-38.0pp |
| Annual return | -16.85% | -14.70%-2.2pp | 24.61%-41.5pp | 1.58%-18.4pp |
| Employer contribution / active EE | $950 | $1,972-51.8% | $3,372-71.8% | $2,544-62.7% |
| Participant deferral / active EE | $2,066 | $2,853-27.6% | $4,625-55.3% | $4,237-51.2% |
| Admin fee / account holder | $9,797 | $656+1394.3% | $7,339+33.5% | $593+1551.4% |