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 | $61,474 | $62,586-1.8% | $76,768-19.9% | $64,186-4.2% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.4pp | 69.6%-2.0pp |
| Annual return | -5.05% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $853 | $1,832-53.5% | $2,485-65.7% | $2,381-64.2% |
| Participant deferral / active EE | $3,128 | $3,145-0.5% | $3,852-18.8% | $3,470-9.8% |
| Admin fee / account holder | $1,060 | $4,667-77.3% | $6,675-84.1% | $4,888-78.3% |