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 | $55,456 | $61,660-10.1% | $80,019-30.7% | $64,186-13.6% |
| Participation rate | 57.1% | 71.7%-14.5pp | 75.8%-18.7pp | 69.6%-12.4pp |
| Annual return | -0.61% | -0.33%-0.3pp | 11.22%-11.8pp | 7.63%-8.2pp |
| Employer contribution / active EE | $2,037 | $1,810+12.5% | $2,468-17.5% | $2,381-14.4% |
| Participant deferral / active EE | $3,409 | $2,968+14.9% | $3,686-7.5% | $3,470-1.7% |
| Admin fee / account holder | $17,040 | $5,417+214.6% | $6,521+161.3% | $4,888+248.6% |