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 | $20,720 | $57,354-63.9% | $83,848-75.3% | $64,186-67.7% |
| Participation rate | 69.2% | 68.6%+0.6pp | 76.1%-6.9pp | 69.6%-0.3pp |
| Annual return | -1.77% | 11.38%-13.1pp | 850.88%-852.6pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,593 | $2,545+1.9% | $3,631-28.6% | $2,381+8.9% |
| Participant deferral / active EE | $1,245 | $2,993-58.4% | $4,082-69.5% | $3,470-64.1% |
| Admin fee / account holder | $1,828 | $4,046-54.8% | $5,478-66.6% | $4,888-62.6% |