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 | $128,728 | $59,805+115.2% | $79,550+61.8% | $68,494+87.9% |
| Participation rate | 33.9% | 61.1%-27.2pp | 69.5%-35.6pp | 67.9%-34.0pp |
| Annual return | -13.53% | -12.30%-1.2pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,295 | $1,505+52.5% | $2,413-4.9% | $2,596-11.6% |
| Participant deferral / active EE | $4,209 | $3,024+39.2% | $3,985+5.6% | $4,027+4.5% |
| Admin fee / account holder | $14,984 | $4,835+209.9% | $6,832+119.3% | $5,403+177.3% |