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 | $125,241 | $59,805+109.4% | $79,550+57.4% | $68,494+82.8% |
| Participation rate | 49.3% | 61.1%-11.8pp | 69.5%-20.2pp | 67.9%-18.6pp |
| Annual return | -14.51% | -12.30%-2.2pp | 0.16%-14.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,571 | $1,505+4.4% | $2,413-34.9% | $2,596-39.5% |
| Participant deferral / active EE | $4,124 | $3,024+36.4% | $3,985+3.5% | $4,027+2.4% |
| Admin fee / account holder | $19,872 | $4,835+311.0% | $6,832+190.9% | $5,403+267.8% |