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 | $63,761 | $27,641+130.7% | $61,373+3.9% | $68,494-6.9% |
| Participation rate | 39.5% | 39.5%0pp | 52.6%-13.0pp | 67.9%-28.4pp |
| Annual return | -15.26% | -13.24%-2.0pp | 338.61%-353.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,000 | $695+43.7% | $1,159-13.8% | $2,596-61.5% |
| Participant deferral / active EE | $2,386 | $1,263+88.9% | $2,125+12.3% | $4,027-40.7% |
| Admin fee / account holder | $7,353 | $2,010+265.8% | $2,130+245.3% | $5,403+36.1% |