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 | $36,280 | $49,280-26.4% | $67,313-46.1% | $64,186-43.5% |
| Participation rate | 63.8% | 60.8%+3.0pp | 69.1%-5.3pp | 69.6%-5.7pp |
| Annual return | -7.21% | -1.39%-5.8pp | -4.08%-3.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $514 | $1,668-69.2% | $2,566-80.0% | $2,381-78.4% |
| Participant deferral / active EE | $2,001 | $2,484-19.4% | $3,568-43.9% | $3,470-42.3% |
| Admin fee / account holder | $721 | $3,863-81.3% | $4,507-84.0% | $4,888-85.3% |