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 | $97,074 | $45,863+111.7% | $77,024+26.0% | $68,494+41.7% |
| Participation rate | 43.9% | 55.9%-12.0pp | 67.9%-24.0pp | 67.9%-24.0pp |
| Annual return | -10.70% | 1.72%-12.4pp | 42.32%-53.0pp | -7.84%-2.9pp |
| Employer contribution / active EE | $700 | $1,650-57.6% | $2,812-75.1% | $2,596-73.0% |
| Participant deferral / active EE | $3,294 | $2,962+11.2% | $4,426-25.6% | $4,027-18.2% |
| Admin fee / account holder | $5,485 | $3,041+80.4% | $5,425+1.1% | $5,403+1.5% |