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 | $52,091 | $56,484-7.8% | $169,463-69.3% | $64,186-18.8% |
| Participation rate | 69.0% | 64.5%+4.5pp | 77.8%-8.8pp | 69.6%-0.6pp |
| Annual return | -6.58% | -1.55%-5.0pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,849 | $1,832+55.5% | $4,159-31.5% | $2,381+19.7% |
| Participant deferral / active EE | $5,598 | $3,448+62.4% | $5,277+6.1% | $3,470+61.4% |
| Admin fee / account holder | $1,843 | $4,174-55.8% | $9,109-79.8% | $4,888-62.3% |