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 | $105,982 | $59,805+77.2% | $79,550+33.2% | $68,494+54.7% |
| Participation rate | 51.5% | 61.1%-9.5pp | 69.5%-18.0pp | 67.9%-16.4pp |
| Annual return | -18.76% | -12.30%-6.5pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,823 | $1,505+21.1% | $2,413-24.5% | $2,596-29.8% |
| Participant deferral / active EE | $6,605 | $3,024+118.4% | $3,985+65.7% | $4,027+64.0% |
| Admin fee / account holder | $11,846 | $4,835+145.0% | $6,832+73.4% | $5,403+119.3% |