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 | $70,016 | $49,280+42.1% | $67,313+4.0% | $64,186+9.1% |
| Participation rate | 55.9% | 60.8%-4.9pp | 69.1%-13.1pp | 69.6%-13.6pp |
| Annual return | -7.06% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $555 | $1,668-66.7% | $2,566-78.4% | $2,381-76.7% |
| Participant deferral / active EE | $1,303 | $2,484-47.5% | $3,568-63.5% | $3,470-62.4% |
| Admin fee / account holder | $1,812 | $3,863-53.1% | $4,507-59.8% | $4,888-62.9% |