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 | $88,403 | $43,723+102.2% | $121,196-27.1% | $64,186+37.7% |
| Participation rate | 41.1% | 58.3%-17.2pp | 71.7%-30.7pp | 69.6%-28.5pp |
| Annual return | -5.78% | 68.91%-74.7pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $563 | $1,296-56.6% | $4,022-86.0% | $2,381-76.3% |
| Participant deferral / active EE | $2,207 | $2,280-3.2% | $3,344-34.0% | $3,470-36.4% |
| Admin fee / account holder | $14,694 | $3,501+319.7% | $5,019+192.7% | $4,888+200.6% |