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 | $83,267 | $50,958+63.4% | $74,550+11.7% | $64,186+29.7% |
| Participation rate | 44.8% | 61.1%-16.2pp | 69.1%-24.3pp | 69.6%-24.7pp |
| Annual return | -5.35% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $211 | $1,115-81.1% | $1,961-89.2% | $2,381-91.1% |
| Participant deferral / active EE | $1,456 | $2,301-36.7% | $3,108-53.1% | $3,470-58.0% |
| Admin fee / account holder | $733 | $4,223-82.6% | $5,060-85.5% | $4,888-85.0% |