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 | $64,475 | $32,117+100.8% | $71,086-9.3% | $64,186+0.5% |
| Participation rate | 51.7% | 42.7%+9.0pp | 54.7%-2.9pp | 69.6%-17.8pp |
| Annual return | 7.78% | -5.57%+13.3pp | 650.59%-642.8pp | 7.63%+0.1pp |
| Employer contribution / active EE | $968 | $712+35.9% | $1,088-11.0% | $2,381-59.4% |
| Participant deferral / active EE | $1,630 | $1,263+29.0% | $1,874-13.1% | $3,470-53.0% |
| Admin fee / account holder | $7,415 | $2,759+168.7% | $3,082+140.6% | $4,888+51.7% |