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 | $82,979 | $59,805+38.7% | $79,550+4.3% | $68,494+21.1% |
| Participation rate | 60.7% | 61.1%-0.4pp | 69.5%-8.8pp | 67.9%-7.2pp |
| Annual return | -13.59% | -12.30%-1.3pp | 0.16%-13.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $523 | $1,505-65.3% | $2,413-78.3% | $2,596-79.9% |
| Participant deferral / active EE | $3,454 | $3,024+14.2% | $3,985-13.3% | $4,027-14.2% |
| Admin fee / account holder | $8,149 | $4,835+68.5% | $6,832+19.3% | $5,403+50.8% |