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 | $99,230 | $48,265+105.6% | $68,791+44.2% | $68,494+44.9% |
| Participation rate | 42.4% | 60.7%-18.3pp | 69.0%-26.7pp | 67.9%-25.5pp |
| Annual return | -18.50% | -12.71%-5.8pp | -6.38%-12.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $392 | $1,829-78.5% | $2,655-85.2% | $2,596-84.9% |
| Participant deferral / active EE | $4,221 | $2,867+47.2% | $3,941+7.1% | $4,027+4.8% |
| Admin fee / account holder | $3,833 | $4,355-12.0% | $4,932-22.3% | $5,403-29.0% |