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 | $71,836 | $48,265+48.8% | $68,791+4.4% | $68,494+4.9% |
| Participation rate | 56.1% | 60.7%-4.6pp | 69.0%-12.9pp | 67.9%-11.8pp |
| Annual return | -13.63% | -12.71%-0.9pp | -6.38%-7.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $352 | $1,829-80.8% | $2,655-86.7% | $2,596-86.4% |
| Participant deferral / active EE | $2,523 | $2,867-12.0% | $3,941-36.0% | $4,027-37.4% |
| Admin fee / account holder | $4,056 | $4,355-6.9% | $4,932-17.8% | $5,403-24.9% |