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 | $114,156 | $59,805+90.9% | $79,550+43.5% | $68,494+66.7% |
| Participation rate | 53.6% | 61.1%-7.5pp | 69.5%-15.9pp | 67.9%-14.3pp |
| Annual return | -16.90% | -12.30%-4.6pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,044 | $1,505+35.8% | $2,413-15.3% | $2,596-21.3% |
| Participant deferral / active EE | $7,049 | $3,024+133.1% | $3,985+76.9% | $4,027+75.0% |
| Admin fee / account holder | $939 | $4,835-80.6% | $6,832-86.3% | $5,403-82.6% |