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 | $89,552 | $56,484+58.5% | $169,463-47.2% | $64,186+39.5% |
| Participation rate | 51.2% | 64.5%-13.3pp | 77.8%-26.5pp | 69.6%-18.3pp |
| Annual return | -7.61% | -1.55%-6.1pp | 1.83%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $484 | $1,832-73.6% | $4,159-88.4% | $2,381-79.7% |
| Participant deferral / active EE | $3,561 | $3,448+3.3% | $5,277-32.5% | $3,470+2.6% |
| Admin fee / account holder | $4,811 | $4,174+15.3% | $9,109-47.2% | $4,888-1.6% |