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 | $87,121 | $59,805+45.7% | $79,550+9.5% | $68,494+27.2% |
| Participation rate | 49.2% | 61.1%-11.9pp | 69.5%-20.3pp | 67.9%-18.7pp |
| Annual return | -9.35% | -12.30%+2.9pp | 0.16%-9.5pp | -7.84%-1.5pp |
| Employer contribution / active EE | $501 | $1,505-66.7% | $2,413-79.2% | $2,596-80.7% |
| Participant deferral / active EE | $2,172 | $3,024-28.2% | $3,985-45.5% | $4,027-46.1% |
| Admin fee / account holder | $2,373 | $4,835-50.9% | $6,832-65.3% | $5,403-56.1% |