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 | $29,667 | $62,586-52.6% | $76,768-61.4% | $64,186-53.8% |
| Participation rate | 66.7% | 72.8%-6.1pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -3.71% | -1.95%-1.8pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,778 | $1,832+106.2% | $2,485+52.0% | $2,381+58.7% |
| Participant deferral / active EE | $6,004 | $3,145+90.9% | $3,852+55.9% | $3,470+73.1% |
| Admin fee / account holder | $3,372 | $4,667-27.7% | $6,675-49.5% | $4,888-31.0% |