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 9-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 | $87,964 | $62,586+40.5% | $76,768+14.6% | $64,186+37.0% |
| Participation rate | 67.9% | 72.8%-4.9pp | 77.0%-9.0pp | 69.6%-1.6pp |
| Annual return | -3.08% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $487 | $1,832-73.4% | $2,485-80.4% | $2,381-79.5% |
| Participant deferral / active EE | $3,968 | $3,145+26.2% | $3,852+3.0% | $3,470+14.4% |
| Admin fee / account holder | $16,324 | $4,667+249.8% | $6,675+144.6% | $4,888+234.0% |