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 | $85,304 | $48,265+76.7% | $68,791+24.0% | $68,494+24.5% |
| Participation rate | 69.6% | 60.7%+8.9pp | 69.0%+0.5pp | 67.9%+1.7pp |
| Annual return | -16.72% | -12.71%-4.0pp | -6.38%-10.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $772 | $1,829-57.8% | $2,655-70.9% | $2,596-70.3% |
| Participant deferral / active EE | $1,754 | $2,867-38.8% | $3,941-55.5% | $4,027-56.4% |
| Admin fee / account holder | $6,234 | $4,355+43.1% | $4,932+26.4% | $5,403+15.4% |