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 | $22,202 | $49,280-54.9% | $67,313-67.0% | $64,186-65.4% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.1%-2.4pp | 69.6%-2.9pp |
| Annual return | -2.61% | -1.39%-1.2pp | -4.08%+1.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $313 | $1,668-81.2% | $2,566-87.8% | $2,381-86.9% |
| Participant deferral / active EE | $1,596 | $2,484-35.8% | $3,568-55.3% | $3,470-54.0% |
| Admin fee / account holder | $340 | $3,863-91.2% | $4,507-92.5% | $4,888-93.0% |