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 | $25,715 | $49,177-47.7% | $79,464-67.6% | $64,186-59.9% |
| Participation rate | 67.6% | 65.0%+2.6pp | 73.3%-5.7pp | 69.6%-1.9pp |
| Annual return | -7.10% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,185 | $2,076-43.0% | $2,800-57.7% | $2,381-50.2% |
| Participant deferral / active EE | $3,186 | $2,821+12.9% | $3,704-14.0% | $3,470-8.2% |
| Admin fee / account holder | $4,450 | $3,839+15.9% | $5,113-13.0% | $4,888-9.0% |