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 | $78,886 | $50,958+54.8% | $74,550+5.8% | $64,186+22.9% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.1%-11.5pp | 69.6%-11.9pp |
| Annual return | -2.41% | -1.86%-0.6pp | 32.53%-34.9pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,025 | $1,115-8.1% | $1,961-47.7% | $2,381-56.9% |
| Participant deferral / active EE | $3,679 | $2,301+59.9% | $3,108+18.4% | $3,470+6.0% |
| Admin fee / account holder | $20,564 | $4,223+387.0% | $5,060+306.4% | $4,888+320.7% |