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 | $16,623 | $49,177-66.2% | $79,464-79.1% | $64,186-74.1% |
| Participation rate | 64.6% | 65.0%-0.5pp | 73.3%-8.8pp | 69.6%-5.0pp |
| Annual return | -4.29% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $570 | $2,076-72.5% | $2,800-79.6% | $2,381-76.0% |
| Participant deferral / active EE | $835 | $2,821-70.4% | $3,704-77.4% | $3,470-75.9% |
| Admin fee / account holder | $2,094 | $3,839-45.5% | $5,113-59.0% | $4,888-57.2% |