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 | $63,318 | $43,327+46.1% | $59,878+5.7% | $64,186-1.4% |
| Participation rate | 54.9% | 69.2%-14.3pp | 74.7%-19.8pp | 69.6%-14.7pp |
| Annual return | 1.29% | -1.55%+2.8pp | 3.46%-2.2pp | 7.63%-6.3pp |
| Employer contribution / active EE | $1,173 | $2,028-42.2% | $2,722-56.9% | $2,381-50.7% |
| Participant deferral / active EE | $3,080 | $2,546+21.0% | $3,402-9.5% | $3,470-11.2% |
| Admin fee / account holder | $1,711 | $3,005-43.1% | $3,590-52.3% | $4,888-65.0% |