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 | $94,470 | $106,115-11.0% | $85,969+9.9% | $125,391-24.7% |
| Participation rate | 56.3% | 84.1%-27.8pp | 76.5%-20.3pp | 83.2%-26.9pp |
| Annual return | -0.47% | 13.93%-14.4pp | 9.32%-9.8pp | 282.22%-282.7pp |
| Employer contribution / active EE | $891 | $4,537-80.4% | $3,474-74.4% | $4,866-81.7% |
| Participant deferral / active EE | $4,953 | $4,859+1.9% | $3,829+29.3% | $5,352-7.4% |
| Admin fee / account holder | $1,505 | $8,144-81.5% | $6,053-75.1% | $9,540-84.2% |