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 | $113,953 | $59,805+90.5% | $79,550+43.2% | $68,494+66.4% |
| Participation rate | 69.4% | 61.1%+8.3pp | 69.5%-0.1pp | 67.9%+1.5pp |
| Annual return | -9.27% | -12.30%+3.0pp | 0.16%-9.4pp | -7.84%-1.4pp |
| Employer contribution / active EE | $1,222 | $1,505-18.8% | $2,413-49.3% | $2,596-52.9% |
| Participant deferral / active EE | $5,095 | $3,024+68.5% | $3,985+27.9% | $4,027+26.5% |
| Admin fee / account holder | $5,379 | $4,835+11.3% | $6,832-21.3% | $5,403-0.4% |