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 | $58,516 | $62,586-6.5% | $76,768-23.8% | $64,186-8.8% |
| Participation rate | 69.0% | 72.8%-3.8pp | 77.0%-7.9pp | 69.6%-0.6pp |
| Annual return | -5.67% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $533 | $1,832-70.9% | $2,485-78.6% | $2,381-77.6% |
| Participant deferral / active EE | $3,302 | $3,145+5.0% | $3,852-14.3% | $3,470-4.8% |
| Admin fee / account holder | $1,268 | $4,667-72.8% | $6,675-81.0% | $4,888-74.1% |