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 | $71,274 | $49,280+44.6% | $67,313+5.9% | $64,186+11.0% |
| Participation rate | 56.0% | 60.8%-4.8pp | 69.1%-13.1pp | 69.6%-13.6pp |
| Annual return | -3.19% | -1.39%-1.8pp | -4.08%+0.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,174 | $1,668-29.6% | $2,566-54.2% | $2,381-50.7% |
| Participant deferral / active EE | $1,539 | $2,484-38.1% | $3,568-56.9% | $3,470-55.6% |
| Admin fee / account holder | $700 | $3,863-81.9% | $4,507-84.5% | $4,888-85.7% |