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 | $75,823 | $62,586+21.2% | $76,768-1.2% | $64,186+18.1% |
| Participation rate | 61.2% | 72.8%-11.6pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -7.42% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.1pp |
| Employer contribution / active EE | $502 | $1,832-72.6% | $2,485-79.8% | $2,381-78.9% |
| Participant deferral / active EE | $4,243 | $3,145+34.9% | $3,852+10.2% | $3,470+22.3% |
| Admin fee / account holder | $659 | $4,667-85.9% | $6,675-90.1% | $4,888-86.5% |