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 | $111,179 | $59,805+85.9% | $79,550+39.8% | $68,494+62.3% |
| Participation rate | 48.7% | 61.1%-12.3pp | 69.5%-20.8pp | 67.9%-19.2pp |
| Annual return | -8.67% | -12.30%+3.6pp | 0.16%-8.8pp | -7.84%-0.8pp |
| Employer contribution / active EE | $989 | $1,505-34.3% | $2,413-59.0% | $2,596-61.9% |
| Participant deferral / active EE | $1,641 | $3,024-45.8% | $3,985-58.8% | $4,027-59.3% |
| Admin fee / account holder | $650 | $4,835-86.6% | $6,832-90.5% | $5,403-88.0% |