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 | $64,656 | $61,660+4.9% | $80,019-19.2% | $64,186+0.7% |
| Participation rate | 63.0% | 71.7%-8.7pp | 75.8%-12.9pp | 69.6%-6.6pp |
| Annual return | 14.45% | -0.33%+14.8pp | 11.22%+3.2pp | 7.63%+6.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,490 | $2,968-16.1% | $3,686-32.4% | $3,470-28.2% |
| Admin fee / account holder | $8,003 | $5,417+47.7% | $6,521+22.7% | $4,888+63.7% |