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 | $14,602 | $49,177-70.3% | $79,464-81.6% | $64,186-77.3% |
| Participation rate | 67.3% | 65.0%+2.3pp | 73.3%-6.0pp | 69.6%-2.3pp |
| Annual return | -5.30% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $833 | $2,076-59.9% | $2,800-70.3% | $2,381-65.0% |
| Participant deferral / active EE | $996 | $2,821-64.7% | $3,704-73.1% | $3,470-71.3% |
| Admin fee / account holder | $508 | $3,839-86.8% | $5,113-90.1% | $4,888-89.6% |