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 | $57,643 | $58,512-1.5% | $84,015-31.4% | $72,985-21.0% |
| Participation rate | 62.2% | 61.2%+1.0pp | 69.0%-6.8pp | 69.5%-7.2pp |
| Annual return | 20.60% | 28.93%-8.3pp | 71.31%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $742 | $1,163-36.2% | $1,983-62.6% | $2,440-69.6% |
| Participant deferral / active EE | $2,116 | $2,394-11.6% | $3,239-34.7% | $3,607-41.3% |
| Admin fee / account holder | $2,969 | $4,569-35.0% | $6,101-51.3% | $5,124-42.1% |