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 | $60,016 | $61,660-2.7% | $80,019-25.0% | $64,186-6.5% |
| Participation rate | 53.4% | 71.7%-18.2pp | 75.8%-22.4pp | 69.6%-16.1pp |
| Annual return | -6.06% | -0.33%-5.7pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,009 | $1,810+10.9% | $2,468-18.6% | $2,381-15.6% |
| Participant deferral / active EE | $5,090 | $2,968+71.5% | $3,686+38.1% | $3,470+46.7% |
| Admin fee / account holder | $308 | $5,417-94.3% | $6,521-95.3% | $4,888-93.7% |