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 | $61,577 | $62,586-1.6% | $76,768-19.8% | $64,186-4.1% |
| Participation rate | 65.7% | 72.8%-7.1pp | 77.0%-11.2pp | 69.6%-3.9pp |
| Annual return | -3.11% | -1.95%-1.2pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $936 | $1,832-48.9% | $2,485-62.4% | $2,381-60.7% |
| Participant deferral / active EE | $4,193 | $3,145+33.3% | $3,852+8.9% | $3,470+20.9% |
| Admin fee / account holder | $13,864 | $4,667+197.1% | $6,675+107.7% | $4,888+183.6% |