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 | $76,310 | $62,586+21.9% | $76,768-0.6% | $64,186+18.9% |
| Participation rate | 64.7% | 72.8%-8.1pp | 77.0%-12.3pp | 69.6%-4.9pp |
| Annual return | -7.37% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,925 | $1,832+5.1% | $2,485-22.5% | $2,381-19.1% |
| Participant deferral / active EE | $3,644 | $3,145+15.9% | $3,852-5.4% | $3,470+5.0% |
| Admin fee / account holder | $3,362 | $4,667-28.0% | $6,675-49.6% | $4,888-31.2% |