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 | $58,879 | $53,596+9.9% | $90,645-35.0% | $64,186-8.3% |
| Participation rate | 54.3% | 64.5%-10.2pp | 74.0%-19.7pp | 69.6%-15.2pp |
| Annual return | -4.30% | 4.41%-8.7pp | 1.88%-6.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $745 | $1,503-50.4% | $2,532-70.6% | $2,381-68.7% |
| Participant deferral / active EE | $1,950 | $2,459-20.7% | $3,425-43.0% | $3,470-43.8% |
| Admin fee / account holder | $6,827 | $3,868+76.5% | $4,994+36.7% | $4,888+39.7% |