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 | $21,013 | $59,805-64.9% | $79,550-73.6% | $68,494-69.3% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -11.10% | -12.30%+1.2pp | 0.16%-11.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $689 | $1,505-54.2% | $2,413-71.5% | $2,596-73.5% |
| Participant deferral / active EE | $2,486 | $3,024-17.8% | $3,985-37.6% | $4,027-38.3% |
| Admin fee / account holder | $4,656 | $4,835-3.7% | $6,832-31.9% | $5,403-13.8% |