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 | $54,844 | $56,484-2.9% | $169,463-67.6% | $64,186-14.6% |
| Participation rate | 69.4% | 64.5%+4.9pp | 77.8%-8.3pp | 69.6%-0.1pp |
| Annual return | 14.72% | -1.55%+16.3pp | 1.83%+12.9pp | 7.63%+7.1pp |
| Employer contribution / active EE | $552 | $1,832-69.9% | $4,159-86.7% | $2,381-76.8% |
| Participant deferral / active EE | $3,836 | $3,448+11.3% | $5,277-27.3% | $3,470+10.6% |
| Admin fee / account holder | $2,274 | $4,174-45.5% | $9,109-75.0% | $4,888-53.5% |