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 | $76,840 | $49,280+55.9% | $67,313+14.2% | $64,186+19.7% |
| Participation rate | 47.2% | 60.8%-13.6pp | 69.1%-21.9pp | 69.6%-22.4pp |
| Annual return | -4.15% | -1.39%-2.8pp | -4.08%-0.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $542 | $1,668-67.5% | $2,566-78.9% | $2,381-77.2% |
| Participant deferral / active EE | $1,577 | $2,484-36.5% | $3,568-55.8% | $3,470-54.5% |
| Admin fee / account holder | $378 | $3,863-90.2% | $4,507-91.6% | $4,888-92.3% |