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 | $132,251 | $59,805+121.1% | $79,550+66.2% | $68,494+93.1% |
| Participation rate | 27.5% | 61.1%-33.6pp | 69.5%-42.0pp | 67.9%-40.4pp |
| Annual return | -11.75% | -12.30%+0.6pp | 0.16%-11.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $320 | $1,505-78.8% | $2,413-86.7% | $2,596-87.7% |
| Participant deferral / active EE | $2,201 | $3,024-27.2% | $3,985-44.8% | $4,027-45.3% |
| Admin fee / account holder | $63,883 | $4,835+1221.3% | $6,832+835.0% | $5,403+1082.4% |