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 | $70,337 | $43,327+62.3% | $59,878+17.5% | $64,186+9.6% |
| Participation rate | 49.4% | 69.2%-19.7pp | 74.7%-25.3pp | 69.6%-20.1pp |
| Annual return | -3.05% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,722 | $2,028-15.1% | $2,722-36.7% | $2,381-27.7% |
| Participant deferral / active EE | $1,752 | $2,546-31.2% | $3,402-48.5% | $3,470-49.5% |
| Admin fee / account holder | $442 | $3,005-85.3% | $3,590-87.7% | $4,888-91.0% |