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 | $100,635 | $45,863+119.4% | $77,024+30.7% | $68,494+46.9% |
| Participation rate | 66.7% | 55.9%+10.8pp | 67.9%-1.2pp | 67.9%-1.2pp |
| Annual return | -14.56% | 1.72%-16.3pp | 42.32%-56.9pp | -7.84%-6.7pp |
| Employer contribution / active EE | $675 | $1,650-59.1% | $2,812-76.0% | $2,596-74.0% |
| Participant deferral / active EE | $3,345 | $2,962+12.9% | $4,426-24.4% | $4,027-16.9% |
| Admin fee / account holder | $26,391 | $3,041+767.9% | $5,425+386.4% | $5,403+388.5% |