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 | $97,351 | $59,805+62.8% | $79,550+22.4% | $68,494+42.1% |
| Participation rate | 49.4% | 61.1%-11.7pp | 69.5%-20.1pp | 67.9%-18.5pp |
| Annual return | -11.14% | -12.30%+1.2pp | 0.16%-11.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $402 | $1,505-73.3% | $2,413-83.3% | $2,596-84.5% |
| Participant deferral / active EE | $3,680 | $3,024+21.7% | $3,985-7.7% | $4,027-8.6% |
| Admin fee / account holder | $2,701 | $4,835-44.1% | $6,832-60.5% | $5,403-50.0% |