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 | $108,716 | $59,805+81.8% | $79,550+36.7% | $68,494+58.7% |
| Participation rate | 41.3% | 61.1%-19.8pp | 69.5%-28.2pp | 67.9%-26.6pp |
| Annual return | -16.01% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $651 | $1,505-56.7% | $2,413-73.0% | $2,596-74.9% |
| Participant deferral / active EE | $1,967 | $3,024-35.0% | $3,985-50.6% | $4,027-51.2% |
| Admin fee / account holder | $9,484 | $4,835+96.2% | $6,832+38.8% | $5,403+75.5% |