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 | $56,879 | $43,327+31.3% | $59,878-5.0% | $64,186-11.4% |
| Participation rate | 62.2% | 69.2%-6.9pp | 74.7%-12.5pp | 69.6%-7.3pp |
| Annual return | -5.30% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,556 | $2,028-23.3% | $2,722-42.8% | $2,381-34.6% |
| Participant deferral / active EE | $3,701 | $2,546+45.4% | $3,402+8.8% | $3,470+6.7% |
| Admin fee / account holder | $11,712 | $3,005+289.7% | $3,590+226.2% | $4,888+139.6% |