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 | $66,347 | $54,726+21.2% | $68,793-3.6% | $64,186+3.4% |
| Participation rate | 28.6% | 68.0%-39.5pp | 72.2%-43.7pp | 69.6%-41.0pp |
| Annual return | -7.24% | -1.62%-5.6pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $951 | $1,846-48.5% | $2,625-63.8% | $2,381-60.1% |
| Participant deferral / active EE | $1,966 | $2,626-25.2% | $3,311-40.6% | $3,470-43.3% |
| Admin fee / account holder | $608 | $4,027-84.9% | $5,131-88.2% | $4,888-87.6% |