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 8-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 | $57,113 | $54,726+4.4% | $68,793-17.0% | $64,186-11.0% |
| Participation rate | 60.7% | 68.0%-7.3pp | 72.2%-11.5pp | 69.6%-8.9pp |
| Annual return | -5.07% | -1.62%-3.5pp | -4.63%-0.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,493 | $2,626+71.1% | $3,311+35.7% | $3,470+29.5% |
| Admin fee / account holder | $14,235 | $4,027+253.5% | $5,131+177.4% | $4,888+191.2% |