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 | $109,083 | $59,805+82.4% | $79,550+37.1% | $68,494+59.3% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.5%-13.9pp | 67.9%-12.3pp |
| Annual return | -10.84% | -12.30%+1.5pp | 0.16%-11.0pp | -7.84%-3.0pp |
| Employer contribution / active EE | $851 | $1,505-43.5% | $2,413-64.7% | $2,596-67.2% |
| Participant deferral / active EE | $2,596 | $3,024-14.2% | $3,985-34.9% | $4,027-35.5% |
| Admin fee / account holder | $5,451 | $4,835+12.7% | $6,832-20.2% | $5,403+0.9% |