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 | $58,102 | $61,660-5.8% | $80,019-27.4% | $64,186-9.5% |
| Participation rate | 65.5% | 71.7%-6.2pp | 75.8%-10.4pp | 69.6%-4.1pp |
| Annual return | -5.37% | -0.33%-5.0pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $619 | $1,810-65.8% | $2,468-74.9% | $2,381-74.0% |
| Participant deferral / active EE | $2,478 | $2,968-16.5% | $3,686-32.8% | $3,470-28.6% |
| Admin fee / account holder | $1,838 | $5,417-66.1% | $6,521-71.8% | $4,888-62.4% |