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 | $50,352 | $45,863+9.8% | $77,024-34.6% | $68,494-26.5% |
| Participation rate | 28.1% | 55.9%-27.8pp | 67.9%-39.8pp | 67.9%-39.8pp |
| Annual return | -15.40% | 1.72%-17.1pp | 42.32%-57.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $919 | $1,650-44.3% | $2,812-67.3% | $2,596-64.6% |
| Participant deferral / active EE | $2,218 | $2,962-25.1% | $4,426-49.9% | $4,027-44.9% |
| Admin fee / account holder | $6,149 | $3,041+102.2% | $5,425+13.3% | $5,403+13.8% |