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 | $53,875 | $48,265+11.6% | $68,791-21.7% | $68,494-21.3% |
| Participation rate | 66.7% | 60.7%+6.0pp | 69.0%-2.4pp | 67.9%-1.2pp |
| Annual return | -14.20% | -12.71%-1.5pp | -6.38%-7.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,154 | $1,829+72.5% | $2,655+18.8% | $2,596+21.5% |
| Participant deferral / active EE | $5,119 | $2,867+78.6% | $3,941+29.9% | $4,027+27.1% |
| Admin fee / account holder | $15,351 | $4,355+252.5% | $4,932+211.3% | $5,403+184.1% |