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 | $53,752 | $53,596+0.3% | $90,645-40.7% | $64,186-16.3% |
| Participation rate | 69.8% | 64.5%+5.3pp | 74.0%-4.2pp | 69.6%+0.2pp |
| Annual return | -5.62% | 4.41%-10.0pp | 1.88%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $359 | $1,503-76.1% | $2,532-85.8% | $2,381-84.9% |
| Participant deferral / active EE | $1,891 | $2,459-23.1% | $3,425-44.8% | $3,470-45.5% |
| Admin fee / account holder | $1,103 | $3,868-71.5% | $4,994-77.9% | $4,888-77.4% |