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 | $17,296 | $42,383-59.2% | $76,523-77.4% | $64,186-73.1% |
| Participation rate | 59.1% | 58.1%+0.9pp | 68.0%-8.9pp | 69.6%-10.5pp |
| Annual return | 8.84% | -16.54%+25.4pp | -0.27%+9.1pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,095 | $1,563-30.0% | $2,647-58.6% | $2,381-54.0% |
| Participant deferral / active EE | $1,095 | $2,566-57.3% | $3,835-71.5% | $3,470-68.4% |
| Admin fee / account holder | $649 | $3,198-79.7% | $4,848-86.6% | $4,888-86.7% |