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 | $76,492 | $45,863+66.8% | $77,024-0.7% | $68,494+11.7% |
| Participation rate | 50.8% | 55.9%-5.1pp | 67.9%-17.1pp | 67.9%-17.1pp |
| Annual return | -13.44% | 1.72%-15.2pp | 42.32%-55.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $716 | $1,650-56.6% | $2,812-74.5% | $2,596-72.4% |
| Participant deferral / active EE | $2,869 | $2,962-3.1% | $4,426-35.2% | $4,027-28.7% |
| Admin fee / account holder | $3,818 | $3,041+25.6% | $5,425-29.6% | $5,403-29.3% |