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 | $47,134 | $49,280-4.4% | $67,313-30.0% | $64,186-26.6% |
| Participation rate | 68.4% | 60.8%+7.6pp | 69.1%-0.7pp | 69.6%-1.1pp |
| Annual return | -5.36% | -1.39%-4.0pp | -4.08%-1.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,522 | $1,668-8.8% | $2,566-40.7% | $2,381-36.1% |
| Participant deferral / active EE | $2,268 | $2,484-8.7% | $3,568-36.4% | $3,470-34.6% |
| Admin fee / account holder | $3,420 | $3,863-11.5% | $4,507-24.1% | $4,888-30.0% |