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 | $85,561 | $45,863+86.6% | $77,024+11.1% | $68,494+24.9% |
| Participation rate | 65.4% | 55.9%+9.5pp | 67.9%-2.5pp | 67.9%-2.5pp |
| Annual return | -18.02% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,799 | $1,650+69.7% | $2,812-0.5% | $2,596+7.8% |
| Participant deferral / active EE | $2,925 | $2,962-1.3% | $4,426-33.9% | $4,027-27.4% |
| Admin fee / account holder | $3,697 | $3,041+21.6% | $5,425-31.9% | $5,403-31.6% |