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 | $82,251 | $57,354+43.4% | $83,848-1.9% | $64,186+28.1% |
| Participation rate | 69.4% | 68.6%+0.8pp | 76.1%-6.7pp | 69.6%-0.1pp |
| Annual return | -6.78% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $930 | $2,545-63.5% | $3,631-74.4% | $2,381-60.9% |
| Participant deferral / active EE | $3,079 | $2,993+2.9% | $4,082-24.6% | $3,470-11.2% |
| Admin fee / account holder | $4,173 | $4,046+3.1% | $5,478-23.8% | $4,888-14.6% |