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 | $65,817 | $62,586+5.2% | $76,768-14.3% | $64,186+2.5% |
| Participation rate | 63.9% | 72.8%-8.9pp | 77.0%-13.1pp | 69.6%-5.7pp |
| Annual return | -6.49% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,443 | $1,832+33.4% | $2,485-1.7% | $2,381+2.6% |
| Participant deferral / active EE | $3,451 | $3,145+9.7% | $3,852-10.4% | $3,470-0.5% |
| Admin fee / account holder | $10,548 | $4,667+126.0% | $6,675+58.0% | $4,888+115.8% |