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 | $60,363 | $45,863+31.6% | $77,024-21.6% | $68,494-11.9% |
| Participation rate | 16.9% | 55.9%-39.0pp | 67.9%-51.0pp | 67.9%-51.0pp |
| Annual return | -17.83% | 1.72%-19.5pp | 42.32%-60.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $688 | $1,650-58.3% | $2,812-75.5% | $2,596-73.5% |
| Participant deferral / active EE | $1,859 | $2,962-37.2% | $4,426-58.0% | $4,027-53.8% |
| Admin fee / account holder | $2,955 | $3,041-2.8% | $5,425-45.5% | $5,403-45.3% |