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 | $77,677 | $45,863+69.4% | $77,024+0.8% | $68,494+13.4% |
| Participation rate | 55.3% | 55.9%-0.7pp | 67.9%-12.6pp | 67.9%-12.6pp |
| Annual return | -17.81% | 1.72%-19.5pp | 42.32%-60.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,023 | $1,650+22.6% | $2,812-28.1% | $2,596-22.1% |
| Participant deferral / active EE | $4,655 | $2,962+57.1% | $4,426+5.2% | $4,027+15.6% |
| Admin fee / account holder | $810 | $3,041-73.4% | $5,425-85.1% | $5,403-85.0% |