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 | $80,009 | $43,327+84.7% | $59,878+33.6% | $64,186+24.7% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | -6.00% | -1.55%-4.5pp | 3.46%-9.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,194 | $2,028+8.1% | $2,722-19.4% | $2,381-7.9% |
| Participant deferral / active EE | $4,445 | $2,546+74.6% | $3,402+30.7% | $3,470+28.1% |
| Admin fee / account holder | $401 | $3,005-86.7% | $3,590-88.8% | $4,888-91.8% |