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 | $58,485 | $62,586-6.6% | $76,768-23.8% | $64,186-8.9% |
| Participation rate | 69.2% | 72.8%-3.6pp | 77.0%-7.7pp | 69.6%-0.3pp |
| Annual return | -0.67% | -1.95%+1.3pp | 2.43%-3.1pp | 7.63%-8.3pp |
| Employer contribution / active EE | $969 | $1,832-47.1% | $2,485-61.0% | $2,381-59.3% |
| Participant deferral / active EE | $2,433 | $3,145-22.6% | $3,852-36.8% | $3,470-29.9% |
| Admin fee / account holder | $2,509 | $4,667-46.2% | $6,675-62.4% | $4,888-48.7% |