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 | $54,692 | $49,280+11.0% | $67,313-18.7% | $64,186-14.8% |
| Participation rate | 66.2% | 60.8%+5.4pp | 69.1%-2.9pp | 69.6%-3.4pp |
| Annual return | -5.96% | -1.39%-4.6pp | -4.08%-1.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $717 | $1,668-57.0% | $2,566-72.0% | $2,381-69.9% |
| Participant deferral / active EE | $1,873 | $2,484-24.6% | $3,568-47.5% | $3,470-46.0% |
| Admin fee / account holder | $5,483 | $3,863+42.0% | $4,507+21.7% | $4,888+12.2% |