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 | $100,234 | $57,354+74.8% | $83,848+19.5% | $64,186+56.2% |
| Participation rate | 48.8% | 68.6%-19.8pp | 76.1%-27.4pp | 69.6%-20.8pp |
| Annual return | -6.35% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,533 | $2,545-39.8% | $3,631-57.8% | $2,381-35.6% |
| Participant deferral / active EE | $2,827 | $2,993-5.5% | $4,082-30.7% | $3,470-18.5% |
| Admin fee / account holder | $6,412 | $4,046+58.5% | $5,478+17.0% | $4,888+31.2% |