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 | $68,758 | $43,327+58.7% | $59,878+14.8% | $64,186+7.1% |
| Participation rate | 68.0% | 69.2%-1.2pp | 74.7%-6.7pp | 69.6%-1.6pp |
| Annual return | -4.89% | -1.55%-3.3pp | 3.46%-8.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,059 | $2,546+59.4% | $3,402+19.3% | $3,470+17.0% |
| Admin fee / account holder | $2,889 | $3,005-3.8% | $3,590-19.5% | $4,888-40.9% |