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 | $97,564 | $59,805+63.1% | $79,550+22.6% | $68,494+42.4% |
| Participation rate | 61.4% | 61.1%+0.4pp | 69.5%-8.1pp | 67.9%-6.5pp |
| Annual return | -14.17% | -12.30%-1.9pp | 0.16%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,461 | $1,505+63.5% | $2,413+2.0% | $2,596-5.2% |
| Participant deferral / active EE | $5,523 | $3,024+82.6% | $3,985+38.6% | $4,027+37.1% |
| Admin fee / account holder | $16,328 | $4,835+237.7% | $6,832+139.0% | $5,403+202.2% |