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 | $183,262 | $64,707+183.2% | $112,228+63.3% | $68,494+167.6% |
| Participation rate | 54.8% | 67.2%-12.3pp | 75.1%-20.2pp | 67.9%-13.0pp |
| Annual return | -12.24% | -11.40%-0.8pp | 27.45%-39.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,775 | $2,746-35.4% | $3,635-51.2% | $2,596-31.7% |
| Participant deferral / active EE | $5,248 | $3,565+47.2% | $4,728+11.0% | $4,027+30.3% |
| Admin fee / account holder | $685 | $5,232-86.9% | $6,410-89.3% | $5,403-87.3% |