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 | $63,955 | $61,660+3.7% | $80,019-20.1% | $64,186-0.4% |
| Participation rate | 52.5% | 71.7%-19.1pp | 75.8%-23.3pp | 69.6%-17.0pp |
| Annual return | -4.77% | -0.33%-4.4pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $667 | $1,810-63.2% | $2,468-73.0% | $2,381-72.0% |
| Participant deferral / active EE | $1,821 | $2,968-38.6% | $3,686-50.6% | $3,470-47.5% |
| Admin fee / account holder | $1,212 | $5,417-77.6% | $6,521-81.4% | $4,888-75.2% |