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 | $72,098 | $62,586+15.2% | $76,768-6.1% | $64,186+12.3% |
| Participation rate | 66.3% | 72.8%-6.6pp | 77.0%-10.7pp | 69.6%-3.3pp |
| Annual return | -3.86% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $761 | $1,832-58.5% | $2,485-69.4% | $2,381-68.0% |
| Participant deferral / active EE | $4,728 | $3,145+50.4% | $3,852+22.8% | $3,470+36.3% |
| Admin fee / account holder | $952 | $4,667-79.6% | $6,675-85.7% | $4,888-80.5% |