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 | $110,304 | $53,162+107.5% | $91,220+20.9% | $68,494+61.0% |
| Participation rate | 59.4% | 63.2%-3.8pp | 73.2%-13.8pp | 67.9%-8.5pp |
| Annual return | -11.94% | -3.14%-8.8pp | 114.01%-125.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $878 | $1,709-48.6% | $2,850-69.2% | $2,596-66.2% |
| Participant deferral / active EE | $2,969 | $2,974-0.2% | $4,234-29.9% | $4,027-26.3% |
| Admin fee / account holder | $6,169 | $4,493+37.3% | $5,420+13.8% | $5,403+14.2% |