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 | $94,195 | $62,586+50.5% | $76,768+22.7% | $64,186+46.8% |
| Participation rate | 53.1% | 72.8%-19.8pp | 77.0%-23.9pp | 69.6%-16.5pp |
| Annual return | -2.27% | -1.95%-0.3pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $782 | $1,832-57.3% | $2,485-68.5% | $2,381-67.1% |
| Participant deferral / active EE | $2,111 | $3,145-32.9% | $3,852-45.2% | $3,470-39.1% |
| Admin fee / account holder | $13,083 | $4,667+180.3% | $6,675+96.0% | $4,888+167.7% |