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 | $59,585 | $49,280+20.9% | $67,313-11.5% | $64,186-7.2% |
| Participation rate | 61.1% | 60.8%+0.3pp | 69.1%-8.0pp | 69.6%-8.5pp |
| Annual return | 0.84% | -1.39%+2.2pp | -4.08%+4.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,629 | $1,668-2.4% | $2,566-36.5% | $2,381-31.6% |
| Participant deferral / active EE | $1,890 | $2,484-23.9% | $3,568-47.0% | $3,470-45.5% |
| Admin fee / account holder | $15,712 | $3,863+306.8% | $4,507+248.6% | $4,888+221.4% |