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 | $43,528 | $43,327+0.5% | $59,878-27.3% | $64,186-32.2% |
| Participation rate | 67.4% | 69.2%-1.8pp | 74.7%-7.3pp | 69.6%-2.2pp |
| Annual return | 8.66% | -1.55%+10.2pp | 3.46%+5.2pp | 7.63%+1.0pp |
| Employer contribution / active EE | $621 | $2,028-69.4% | $2,722-77.2% | $2,381-73.9% |
| Participant deferral / active EE | $3,304 | $2,546+29.8% | $3,402-2.9% | $3,470-4.8% |
| Admin fee / account holder | $1,017 | $3,005-66.2% | $3,590-71.7% | $4,888-79.2% |