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 | $80,005 | $32,117+149.1% | $71,086+12.5% | $64,186+24.6% |
| Participation rate | 37.9% | 42.7%-4.8pp | 54.7%-16.7pp | 69.6%-31.6pp |
| Annual return | -7.16% | -5.57%-1.6pp | 650.59%-657.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $677 | $712-5.0% | $1,088-37.8% | $2,381-71.6% |
| Participant deferral / active EE | $1,986 | $1,263+57.2% | $1,874+5.9% | $3,470-42.8% |
| Admin fee / account holder | $3,147 | $2,759+14.1% | $3,082+2.1% | $4,888-35.6% |