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 | $83,408 | $45,863+81.9% | $77,024+8.3% | $68,494+21.8% |
| Participation rate | 30.0% | 55.9%-25.9pp | 67.9%-37.9pp | 67.9%-37.9pp |
| Annual return | -18.49% | 1.72%-20.2pp | 42.32%-60.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,217 | $1,650-26.2% | $2,812-56.7% | $2,596-53.1% |
| Participant deferral / active EE | $3,016 | $2,962+1.8% | $4,426-31.9% | $4,027-25.1% |
| Admin fee / account holder | $6,533 | $3,041+114.9% | $5,425+20.4% | $5,403+20.9% |