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 | $68,457 | $62,586+9.4% | $76,768-10.8% | $64,186+6.7% |
| Participation rate | 65.0% | 72.8%-7.8pp | 77.0%-12.0pp | 69.6%-4.6pp |
| Annual return | -5.34% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,443 | $1,832-21.2% | $2,485-41.9% | $2,381-39.4% |
| Participant deferral / active EE | $2,780 | $3,145-11.6% | $3,852-27.8% | $3,470-19.9% |
| Admin fee / account holder | $7,217 | $4,667+54.6% | $6,675+8.1% | $4,888+47.6% |