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 | $152,663 | $85,790+77.9% | $67,313+126.8% | $135,375+12.8% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -5.25% | -0.54%-4.7pp | -4.08%-1.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,565 | $3,487-26.5% | $2,5660% | $4,779-46.3% |
| Participant deferral / active EE | $2,191 | $4,651-52.9% | $3,568-38.6% | $5,609-60.9% |
| Admin fee / account holder | $15,076 | $6,392+135.8% | $4,507+234.5% | $10,827+39.2% |