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 | $59,027 | $62,586-5.7% | $76,768-23.1% | $64,186-8.0% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.3pp | 69.6%-1.9pp |
| Annual return | -0.15% | -1.95%+1.8pp | 2.43%-2.6pp | 7.63%-7.8pp |
| Employer contribution / active EE | $2,220 | $1,832+21.2% | $2,485-10.7% | $2,381-6.8% |
| Participant deferral / active EE | $4,491 | $3,145+42.8% | $3,852+16.6% | $3,470+29.4% |
| Admin fee / account holder | $8,243 | $4,667+76.6% | $6,675+23.5% | $4,888+68.6% |