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 | $133,775 | $59,805+123.7% | $79,550+68.2% | $68,494+95.3% |
| Participation rate | 37.9% | 61.1%-23.2pp | 69.5%-31.6pp | 67.9%-30.0pp |
| Annual return | -15.85% | -12.30%-3.6pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $686 | $1,505-54.5% | $2,413-71.6% | $2,596-73.6% |
| Participant deferral / active EE | $2,365 | $3,024-21.8% | $3,985-40.7% | $4,027-41.3% |
| Admin fee / account holder | $5,820 | $4,835+20.4% | $6,832-14.8% | $5,403+7.7% |