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 | $81,972 | $59,805+37.1% | $79,550+3.0% | $68,494+19.7% |
| Participation rate | 56.1% | 61.1%-5.0pp | 69.5%-13.4pp | 67.9%-11.8pp |
| Annual return | -17.93% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,057 | $1,505+36.7% | $2,413-14.7% | $2,596-20.8% |
| Participant deferral / active EE | $3,110 | $3,024+2.8% | $3,985-22.0% | $4,027-22.8% |
| Admin fee / account holder | $1,062 | $4,835-78.0% | $6,832-84.5% | $5,403-80.4% |