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 | $71,216 | $62,586+13.8% | $76,768-7.2% | $64,186+11.0% |
| Participation rate | 61.7% | 72.8%-11.1pp | 77.0%-15.3pp | 69.6%-7.9pp |
| Annual return | -1.08% | -1.95%+0.9pp | 2.43%-3.5pp | 7.63%-8.7pp |
| Employer contribution / active EE | $479 | $1,832-73.8% | $2,485-80.7% | $2,381-79.9% |
| Participant deferral / active EE | $3,202 | $3,145+1.8% | $3,852-16.9% | $3,470-7.7% |
| Admin fee / account holder | $460 | $4,667-90.1% | $6,675-93.1% | $4,888-90.6% |