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 | $34,156 | $49,280-30.7% | $67,313-49.3% | $64,186-46.8% |
| Participation rate | 58.6% | 60.8%-2.2pp | 69.1%-10.5pp | 69.6%-10.9pp |
| Annual return | -7.71% | -1.39%-6.3pp | -4.08%-3.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $495 | $1,668-70.3% | $2,566-80.7% | $2,381-79.2% |
| Participant deferral / active EE | $2,310 | $2,484-7.0% | $3,568-35.3% | $3,470-33.4% |
| Admin fee / account holder | $776 | $3,863-79.9% | $4,507-82.8% | $4,888-84.1% |