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 | $57,346 | $62,586-8.4% | $76,768-25.3% | $64,186-10.7% |
| Participation rate | 67.8% | 72.8%-5.0pp | 77.0%-9.2pp | 69.6%-1.8pp |
| Annual return | -3.63% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,881 | $1,832+2.7% | $2,485-24.3% | $2,381-21.0% |
| Participant deferral / active EE | $2,268 | $3,145-27.9% | $3,852-41.1% | $3,470-34.6% |
| Admin fee / account holder | $4,061 | $4,667-13.0% | $6,675-39.2% | $4,888-16.9% |