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 | $64,608 | $62,586+3.2% | $76,768-15.8% | $64,186+0.7% |
| Participation rate | 54.1% | 72.8%-18.8pp | 77.0%-22.9pp | 69.6%-15.5pp |
| Annual return | -5.30% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $849 | $1,832-53.7% | $2,485-65.9% | $2,381-64.4% |
| Participant deferral / active EE | $1,862 | $3,145-40.8% | $3,852-51.7% | $3,470-46.3% |
| Admin fee / account holder | $3,809 | $4,667-18.4% | $6,675-42.9% | $4,888-22.1% |