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 | $77,631 | $61,660+25.9% | $80,019-3.0% | $64,186+20.9% |
| Participation rate | 68.4% | 71.7%-3.3pp | 75.8%-7.4pp | 69.6%-1.1pp |
| Annual return | -6.68% | -0.33%-6.4pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,469 | $1,810-18.9% | $2,468-40.5% | $2,381-38.3% |
| Participant deferral / active EE | $2,384 | $2,968-19.7% | $3,686-35.3% | $3,470-31.3% |
| Admin fee / account holder | $3,262 | $5,417-39.8% | $6,521-50.0% | $4,888-33.3% |