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 | $20,972 | $45,825-54.2% | $90,645-76.9% | $56,287-62.7% |
| Participation rate | 67.6% | 66.7%+0.9pp | 74.0%-6.5pp | 69.9%-2.3pp |
| Annual return | -3.72% | 38.64%-42.4pp | 1.88%-5.6pp | -9.96%+6.2pp |
| Employer contribution / active EE | $767 | $1,372-44.1% | $2,532-69.7% | $2,111-63.7% |
| Participant deferral / active EE | $1,726 | $2,562-32.6% | $3,425-49.6% | $3,350-48.5% |
| Admin fee / account holder | $889 | $413+115.5% | $4,994-82.2% | $521+70.7% |