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 | $72,851 | $61,660+18.2% | $80,019-9.0% | $64,186+13.5% |
| Participation rate | 42.3% | 71.7%-29.4pp | 75.8%-33.5pp | 69.6%-27.3pp |
| Annual return | -2.02% | -0.33%-1.7pp | 11.22%-13.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $978 | $1,810-46.0% | $2,468-60.4% | $2,381-58.9% |
| Participant deferral / active EE | $2,340 | $2,968-21.1% | $3,686-36.5% | $3,470-32.6% |
| Admin fee / account holder | $8,502 | $5,417+56.9% | $6,521+30.4% | $4,888+73.9% |