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 | $55,523 | $54,726+1.5% | $68,793-19.3% | $64,186-13.5% |
| Participation rate | 69.6% | 68.0%+1.5pp | 72.2%-2.7pp | 69.6%0pp |
| Annual return | -7.22% | -1.62%-5.6pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,130 | $1,846+15.4% | $2,625-18.9% | $2,381-10.5% |
| Participant deferral / active EE | $4,683 | $2,626+78.3% | $3,311+41.4% | $3,470+35.0% |
| Admin fee / account holder | $2,823 | $4,027-29.9% | $5,131-45.0% | $4,888-42.2% |