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 | $6,918 | $32,037-78.4% | $69,182-90.0% | $62,891-89.0% |
| Participation rate | 63.2% | 43.4%+19.7pp | 55.1%+8.0pp | 69.3%-6.1pp |
| Annual return | 6.22% | 15.16%-8.9pp | -21.93%+28.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $460 | $679-32.3% | $1,206-61.9% | $2,281-79.9% |
| Participant deferral / active EE | $543 | $1,185-54.2% | $1,897-71.4% | $3,203-83.1% |
| Admin fee / account holder | $829 | $2,608-68.2% | $2,697-69.3% | $4,296-80.7% |