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 | $110,002 | $46,674+135.7% | $117,472-6.4% | $68,494+60.6% |
| Participation rate | 65.7% | 56.8%+8.9pp | 70.6%-4.9pp | 67.9%-2.2pp |
| Annual return | -13.02% | -14.52%+1.5pp | 29.74%-42.8pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,084 | $1,505+38.5% | $4,176-50.1% | $2,596-19.7% |
| Participant deferral / active EE | $2,049 | $2,636-22.3% | $4,070-49.7% | $4,027-49.1% |
| Admin fee / account holder | $3,162 | $4,020-21.3% | $5,645-44.0% | $5,403-41.5% |