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 | $79,012 | $45,863+72.3% | $77,024+2.6% | $68,494+15.4% |
| Participation rate | 62.1% | 55.9%+6.2pp | 67.9%-5.8pp | 67.9%-5.8pp |
| Annual return | -18.75% | 1.72%-20.5pp | 42.32%-61.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,993 | $1,650+81.4% | $2,812+6.4% | $2,596+15.3% |
| Participant deferral / active EE | $5,256 | $2,962+77.4% | $4,426+18.7% | $4,027+30.5% |
| Admin fee / account holder | $5,145 | $3,041+69.2% | $5,425-5.2% | $5,403-4.8% |