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 | $75,639 | $45,863+64.9% | $77,024-1.8% | $68,494+10.4% |
| Participation rate | 31.1% | 55.9%-24.8pp | 67.9%-36.8pp | 67.9%-36.8pp |
| Annual return | -14.71% | 1.72%-16.4pp | 42.32%-57.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,139 | $1,650-30.9% | $2,812-59.5% | $2,596-56.1% |
| Participant deferral / active EE | $1,870 | $2,962-36.9% | $4,426-57.7% | $4,027-53.6% |
| Admin fee / account holder | $660 | $3,041-78.3% | $5,425-87.8% | $5,403-87.8% |