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 | $52,715 | $49,025+7.5% | $87,507-39.8% | $62,891-16.2% |
| Participation rate | 54.1% | 64.9%-10.8pp | 73.8%-19.8pp | 69.3%-15.3pp |
| Annual return | 7.00% | 10.02%-3.0pp | 12.21%-5.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,546 | $1,372+12.7% | $2,550-39.4% | $2,281-32.2% |
| Participant deferral / active EE | $3,132 | $2,289+36.8% | $3,149-0.5% | $3,203-2.2% |
| Admin fee / account holder | $1,035 | $4,065-74.5% | $4,221-75.5% | $4,296-75.9% |