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 | $101,516 | $59,805+69.7% | $79,550+27.6% | $68,494+48.2% |
| Participation rate | 48.5% | 61.1%-12.6pp | 69.5%-21.0pp | 67.9%-19.4pp |
| Annual return | -13.82% | -12.30%-1.5pp | 0.16%-14.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $485 | $1,505-67.8% | $2,413-79.9% | $2,596-81.3% |
| Participant deferral / active EE | $1,989 | $3,024-34.2% | $3,985-50.1% | $4,027-50.6% |
| Admin fee / account holder | $5,156 | $4,835+6.6% | $6,832-24.5% | $5,403-4.6% |