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 | $145,874 | $59,805+143.9% | $79,550+83.4% | $68,494+113.0% |
| Participation rate | 65.9% | 61.1%+4.8pp | 69.5%-3.6pp | 67.9%-2.0pp |
| Annual return | -8.70% | -12.30%+3.6pp | 0.16%-8.9pp | -7.84%-0.9pp |
| Employer contribution / active EE | $2,613 | $1,505+73.6% | $2,413+8.3% | $2,596+0.6% |
| Participant deferral / active EE | $5,198 | $3,024+71.9% | $3,985+30.4% | $4,027+29.1% |
| Admin fee / account holder | $2,797 | $4,835-42.2% | $6,832-59.1% | $5,403-48.2% |