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 | $66,941 | $62,586+7.0% | $76,768-12.8% | $64,186+4.3% |
| Participation rate | 63.2% | 72.8%-9.7pp | 77.0%-13.8pp | 69.6%-6.4pp |
| Annual return | 1.03% | -1.95%+3.0pp | 2.43%-1.4pp | 7.63%-6.6pp |
| Employer contribution / active EE | $1,504 | $1,832-17.9% | $2,485-39.5% | $2,381-36.8% |
| Participant deferral / active EE | $2,158 | $3,145-31.4% | $3,852-44.0% | $3,470-37.8% |
| Admin fee / account holder | $1,025 | $4,667-78.0% | $6,675-84.6% | $4,888-79.0% |