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 | $97,568 | $59,805+63.1% | $79,550+22.7% | $68,494+42.4% |
| Participation rate | 67.6% | 61.1%+6.6pp | 69.5%-1.8pp | 67.9%-0.2pp |
| Annual return | -19.19% | -12.30%-6.9pp | 0.16%-19.4pp | -7.84%-11.3pp |
| Employer contribution / active EE | $854 | $1,505-43.2% | $2,413-64.6% | $2,596-67.1% |
| Participant deferral / active EE | $5,208 | $3,024+72.2% | $3,985+30.7% | $4,027+29.3% |
| Admin fee / account holder | $2,565 | $4,835-46.9% | $6,832-62.5% | $5,403-52.5% |