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 | $45,280 | $42,383+6.8% | $76,523-40.8% | $64,186-29.5% |
| Participation rate | 64.6% | 58.1%+6.4pp | 68.0%-3.4pp | 69.6%-5.0pp |
| Annual return | -6.86% | -16.54%+9.7pp | -0.27%-6.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $269 | $1,563-82.8% | $2,647-89.8% | $2,381-88.7% |
| Participant deferral / active EE | $2,473 | $2,566-3.7% | $3,835-35.5% | $3,470-28.7% |
| Admin fee / account holder | $595 | $3,198-81.4% | $4,848-87.7% | $4,888-87.8% |