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 | $108,996 | $59,805+82.3% | $79,550+37.0% | $68,494+59.1% |
| Participation rate | 56.2% | 61.1%-4.9pp | 69.5%-13.3pp | 67.9%-11.7pp |
| Annual return | -15.13% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,476 | $1,505+64.5% | $2,413+2.6% | $2,596-4.6% |
| Participant deferral / active EE | $3,369 | $3,024+11.4% | $3,985-15.5% | $4,027-16.3% |
| Admin fee / account holder | $30,724 | $4,835+535.5% | $6,832+349.7% | $5,403+468.7% |