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 | $62,719 | $64,186-2.3% | $108,884-42.4% | $64,186-2.3% |
| Participation rate | 65.5% | 69.6%-4.1pp | 64.3%+1.3pp | 69.6%-4.1pp |
| Annual return | 0.00% | 7.63%-7.6pp | -0.99%+1.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,485 | $2,381+4.4% | $3,750-33.8% | $2,381+4.4% |
| Participant deferral / active EE | $5,353 | $3,470+54.3% | $6,178-13.4% | $3,470+54.3% |
| Admin fee / account holder | $6,406 | $4,888+31.1% | $7,560-15.3% | $4,888+31.1% |