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 | $88,768 | $59,805+48.4% | $79,550+11.6% | $68,494+29.6% |
| Participation rate | 62.2% | 61.1%+1.1pp | 69.5%-7.3pp | 67.9%-5.7pp |
| Annual return | -16.56% | -12.30%-4.3pp | 0.16%-16.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $698 | $1,505-53.7% | $2,413-71.1% | $2,596-73.1% |
| Participant deferral / active EE | $5,417 | $3,024+79.1% | $3,985+35.9% | $4,027+34.5% |
| Admin fee / account holder | $2,593 | $4,835-46.4% | $6,832-62.1% | $5,403-52.0% |