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 | $72,800 | $61,660+18.1% | $80,019-9.0% | $64,186+13.4% |
| Participation rate | 57.1% | 71.7%-14.5pp | 75.8%-18.7pp | 69.6%-12.4pp |
| Annual return | -6.57% | -0.33%-6.2pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,133 | $1,810-37.4% | $2,468-54.1% | $2,381-52.4% |
| Participant deferral / active EE | $2,879 | $2,968-3.0% | $3,686-21.9% | $3,470-17.0% |
| Admin fee / account holder | $4,836 | $5,417-10.7% | $6,521-25.8% | $4,888-1.1% |