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 | $79,197 | $45,863+72.7% | $77,024+2.8% | $68,494+15.6% |
| Participation rate | 62.0% | 55.9%+6.1pp | 67.9%-5.9pp | 67.9%-5.9pp |
| Annual return | -14.62% | 1.72%-16.3pp | 42.32%-56.9pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,677 | $1,650+62.3% | $2,812-4.8% | $2,596+3.1% |
| Participant deferral / active EE | $4,366 | $2,962+47.4% | $4,426-1.4% | $4,027+8.4% |
| Admin fee / account holder | $4,010 | $3,041+31.9% | $5,425-26.1% | $5,403-25.8% |