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 | $12,011 | $42,383-71.7% | $76,523-84.3% | $64,186-81.3% |
| Participation rate | 64.2% | 58.1%+6.0pp | 68.0%-3.8pp | 69.6%-5.4pp |
| Annual return | -7.30% | -16.54%+9.2pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $505 | $1,563-67.7% | $2,647-80.9% | $2,381-78.8% |
| Participant deferral / active EE | $1,105 | $2,566-56.9% | $3,835-71.2% | $3,470-68.1% |
| Admin fee / account holder | $590 | $3,198-81.6% | $4,848-87.8% | $4,888-87.9% |