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 | $77,074 | $61,660+25.0% | $80,019-3.7% | $64,186+20.1% |
| Participation rate | 44.3% | 71.7%-27.4pp | 75.8%-31.6pp | 69.6%-25.3pp |
| Annual return | -1.74% | -0.33%-1.4pp | 11.22%-13.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $784 | $1,810-56.7% | $2,468-68.2% | $2,381-67.1% |
| Participant deferral / active EE | $1,812 | $2,968-39.0% | $3,686-50.8% | $3,470-47.8% |
| Admin fee / account holder | $2,283 | $5,417-57.9% | $6,521-65.0% | $4,888-53.3% |