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 | $25,087 | $43,327-42.1% | $59,878-58.1% | $64,186-60.9% |
| Participation rate | 67.8% | 69.2%-1.4pp | 74.7%-6.9pp | 69.6%-1.8pp |
| Annual return | -6.35% | -1.55%-4.8pp | 3.46%-9.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,189 | $2,028+7.9% | $2,722-19.6% | $2,381-8.1% |
| Participant deferral / active EE | $4,522 | $2,546+77.6% | $3,402+32.9% | $3,470+30.3% |
| Admin fee / account holder | $3,270 | $3,005+8.8% | $3,590-8.9% | $4,888-33.1% |