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 5-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 | $46,010 | $59,805-23.1% | $79,550-42.2% | $68,494-32.8% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -15.26% | -12.30%-3.0pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,397 | $1,505+59.2% | $2,413-0.7% | $2,596-7.7% |
| Participant deferral / active EE | $4,327 | $3,024+43.1% | $3,985+8.6% | $4,027+7.4% |
| Admin fee / account holder | $7,609 | $4,835+57.4% | $6,832+11.4% | $5,403+40.8% |