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 | $116,836 | $59,805+95.4% | $79,550+46.9% | $68,494+70.6% |
| Participation rate | 65.0% | 61.1%+3.9pp | 69.5%-4.5pp | 67.9%-2.9pp |
| Annual return | 4.39% | -12.30%+16.7pp | 0.16%+4.2pp | -7.84%+12.2pp |
| Employer contribution / active EE | $913 | $1,505-39.3% | $2,413-62.2% | $2,596-64.8% |
| Participant deferral / active EE | $3,849 | $3,024+27.3% | $3,985-3.4% | $4,027-4.4% |
| Admin fee / account holder | $13,583 | $4,835+180.9% | $6,832+98.8% | $5,403+151.4% |