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 | $68,758 | $62,586+9.9% | $76,768-10.4% | $64,186+7.1% |
| Participation rate | 56.7% | 72.8%-16.1pp | 77.0%-20.2pp | 69.6%-12.9pp |
| Annual return | -5.86% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $542 | $1,832-70.4% | $2,485-78.2% | $2,381-77.2% |
| Participant deferral / active EE | $2,242 | $3,145-28.7% | $3,852-41.8% | $3,470-35.4% |
| Admin fee / account holder | $2,405 | $4,667-48.5% | $6,675-64.0% | $4,888-50.8% |