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 | $67,442 | $62,586+7.8% | $76,768-12.1% | $64,186+5.1% |
| Participation rate | 56.7% | 72.8%-16.1pp | 77.0%-20.3pp | 69.6%-12.9pp |
| Annual return | -6.51% | -1.95%-4.6pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $834 | $1,832-54.5% | $2,485-66.4% | $2,381-65.0% |
| Participant deferral / active EE | $2,165 | $3,145-31.1% | $3,852-43.8% | $3,470-37.6% |
| Admin fee / account holder | $894 | $4,667-80.9% | $6,675-86.6% | $4,888-81.7% |