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 | $59,448 | $73,867-19.5% | $143,757-58.6% | $68,494-13.2% |
| Participation rate | 69.4% | 66.7%+2.8pp | 80.3%-10.9pp | 67.9%+1.6pp |
| Annual return | -18.57% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,508 | $3,184+41.6% | $4,951-8.9% | $2,596+73.6% |
| Participant deferral / active EE | $4,671 | $3,384+38.0% | $5,637-17.1% | $4,027+16.0% |
| Admin fee / account holder | $6,305 | $5,755+9.6% | $14,673-57.0% | $5,403+16.7% |