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 | $78,506 | $59,805+31.3% | $79,550-1.3% | $68,494+14.6% |
| Participation rate | 43.4% | 61.1%-17.7pp | 69.5%-26.1pp | 67.9%-24.5pp |
| Annual return | -14.65% | -12.30%-2.4pp | 0.16%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $404 | $1,505-73.1% | $2,413-83.2% | $2,596-84.4% |
| Participant deferral / active EE | $3,209 | $3,024+6.1% | $3,985-19.5% | $4,027-20.3% |
| Admin fee / account holder | $2,126 | $4,835-56.0% | $6,832-68.9% | $5,403-60.6% |