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 | $70,331 | $73,867-4.8% | $143,757-51.1% | $68,494+2.7% |
| Participation rate | 7.8% | 66.7%-58.8pp | 80.3%-72.5pp | 67.9%-60.0pp |
| Annual return | -8.10% | 1.01%-9.1pp | -0.04%-8.1pp | -7.84%-0.3pp |
| Employer contribution / active EE | $1,561 | $3,184-51.0% | $4,951-68.5% | $2,596-39.9% |
| Participant deferral / active EE | $3,961 | $3,384+17.0% | $5,637-29.7% | $4,027-1.6% |
| Admin fee / account holder | $5,826 | $5,755+1.2% | $14,673-60.3% | $5,403+7.8% |