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 | $54,571 | $49,280+10.7% | $67,313-18.9% | $64,186-15.0% |
| Participation rate | 62.1% | 60.8%+1.3pp | 69.1%-7.0pp | 69.6%-7.5pp |
| Annual return | -5.40% | -1.39%-4.0pp | -4.08%-1.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $858 | $1,668-48.6% | $2,566-66.6% | $2,381-64.0% |
| Participant deferral / active EE | $1,715 | $2,484-30.9% | $3,568-51.9% | $3,470-50.6% |
| Admin fee / account holder | $6,094 | $3,863+57.8% | $4,507+35.2% | $4,888+24.7% |