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 | $65,954 | $61,660+7.0% | $80,019-17.6% | $64,186+2.8% |
| Participation rate | 42.9% | 71.7%-28.8pp | 75.8%-33.0pp | 69.6%-26.7pp |
| Annual return | -1.48% | -0.33%-1.1pp | 11.22%-12.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,582 | $2,968+20.7% | $3,686-2.8% | $3,470+3.2% |
| Admin fee / account holder | $5,349 | $5,417-1.3% | $6,521-18.0% | $4,888+9.4% |