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 | $52,646 | $56,484-6.8% | $169,463-68.9% | $64,186-18.0% |
| Participation rate | 69.0% | 64.5%+4.4pp | 77.8%-8.8pp | 69.6%-0.6pp |
| Annual return | -6.86% | -1.55%-5.3pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,772 | $1,832+105.8% | $4,159-9.3% | $2,381+58.4% |
| Participant deferral / active EE | $6,003 | $3,448+74.1% | $5,277+13.8% | $3,470+73.0% |
| Admin fee / account holder | $1,147 | $4,174-72.5% | $9,109-87.4% | $4,888-76.5% |