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 | $100,170 | $45,863+118.4% | $77,024+30.1% | $68,494+46.2% |
| Participation rate | 53.2% | 55.9%-2.7pp | 67.9%-14.7pp | 67.9%-14.6pp |
| Annual return | -17.99% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,701 | $1,650+3.1% | $2,812-39.5% | $2,596-34.5% |
| Participant deferral / active EE | $3,256 | $2,962+9.9% | $4,426-26.4% | $4,027-19.1% |
| Admin fee / account holder | $729 | $3,041-76.0% | $5,425-86.6% | $5,403-86.5% |