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 | $56,314 | $56,484-0.3% | $169,463-66.8% | $64,186-12.3% |
| Participation rate | 60.0% | 64.5%-4.5pp | 77.8%-17.8pp | 69.6%-9.6pp |
| Annual return | -4.14% | -1.55%-2.6pp | 1.83%-6.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,288 | $1,832-29.7% | $4,159-69.0% | $2,381-45.9% |
| Participant deferral / active EE | $2,921 | $3,448-15.3% | $5,277-44.6% | $3,470-15.8% |
| Admin fee / account holder | $5,150 | $4,174+23.4% | $9,109-43.5% | $4,888+5.4% |