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 | $92,779 | $73,004+27.1% | $90,749+2.2% | $68,494+35.5% |
| Participation rate | 63.9% | 70.8%-6.9pp | 75.7%-11.8pp | 67.9%-4.0pp |
| Annual return | -14.84% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,407 | $2,193-35.8% | $2,921-51.8% | $2,596-45.8% |
| Participant deferral / active EE | $2,664 | $3,627-26.5% | $4,564-41.6% | $4,027-33.9% |
| Admin fee / account holder | $7,181 | $5,896+21.8% | $8,445-15.0% | $5,403+32.9% |