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 | $74,517 | $43,723+70.4% | $121,196-38.5% | $64,186+16.1% |
| Participation rate | 37.5% | 58.3%-20.8pp | 71.7%-34.2pp | 69.6%-32.1pp |
| Annual return | -6.68% | 68.91%-75.6pp | 16.93%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,612 | $1,296+24.4% | $4,022-59.9% | $2,381-32.3% |
| Participant deferral / active EE | $2,526 | $2,280+10.8% | $3,344-24.5% | $3,470-27.2% |
| Admin fee / account holder | $628 | $3,501-82.1% | $5,019-87.5% | $4,888-87.2% |