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 | $64,901 | $61,660+5.3% | $80,019-18.9% | $64,186+1.1% |
| Participation rate | 62.9% | 71.7%-8.8pp | 75.8%-12.9pp | 69.6%-6.7pp |
| Annual return | -5.31% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,559 | $1,810-13.9% | $2,468-36.8% | $2,381-34.5% |
| Participant deferral / active EE | $2,272 | $2,968-23.4% | $3,686-38.4% | $3,470-34.5% |
| Admin fee / account holder | $5,318 | $5,417-1.8% | $6,521-18.4% | $4,888+8.8% |