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 | $111,509 | $95,862+16.3% | $79,550+40.2% | $134,475-17.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | 1.39% | -2.69%+4.1pp | 0.16%+1.2pp | 417.96%-416.6pp |
| Employer contribution / active EE | $582 | $3,128-81.4% | $2,413-75.9% | $4,740-87.7% |
| Participant deferral / active EE | $5,400 | $4,693+15.1% | $3,985+35.5% | $6,400-15.6% |
| Admin fee / account holder | $6,839 | $9,126-25.1% | $6,832+0.1% | $11,426-40.1% |