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 | $71,022 | $48,265+47.1% | $68,791+3.2% | $68,494+3.7% |
| Participation rate | 45.9% | 60.7%-14.8pp | 69.0%-23.1pp | 67.9%-22.0pp |
| Annual return | -18.30% | -12.71%-5.6pp | -6.38%-11.9pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,933 | $1,829+60.4% | $2,655+10.5% | $2,596+13.0% |
| Participant deferral / active EE | $5,918 | $2,867+106.4% | $3,941+50.2% | $4,027+47.0% |
| Admin fee / account holder | $3,913 | $4,355-10.2% | $4,932-20.7% | $5,403-27.6% |