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 | $70,282 | $50,958+37.9% | $74,550-5.7% | $64,186+9.5% |
| Participation rate | 41.7% | 61.1%-19.4pp | 69.1%-27.5pp | 69.6%-27.9pp |
| Annual return | -6.51% | -1.86%-4.7pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $414 | $1,115-62.9% | $1,961-78.9% | $2,381-82.6% |
| Participant deferral / active EE | $2,770 | $2,301+20.4% | $3,108-10.9% | $3,470-20.2% |
| Admin fee / account holder | $855 | $4,223-79.8% | $5,060-83.1% | $4,888-82.5% |