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 8-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 | $58,660 | $62,586-6.3% | $76,768-23.6% | $64,186-8.6% |
| Participation rate | 61.6% | 72.8%-11.2pp | 77.0%-15.3pp | 69.6%-7.9pp |
| Annual return | -4.13% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,338 | $1,832-27.0% | $2,485-46.2% | $2,381-43.8% |
| Participant deferral / active EE | $2,090 | $3,145-33.5% | $3,852-45.7% | $3,470-39.8% |
| Admin fee / account holder | $14,625 | $4,667+213.4% | $6,675+119.1% | $4,888+199.2% |