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 | $68,468 | $62,586+9.4% | $76,768-10.8% | $64,186+6.7% |
| Participation rate | 66.0% | 72.8%-6.9pp | 77.0%-11.0pp | 69.6%-3.6pp |
| Annual return | -5.55% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,016 | $1,832+10.1% | $2,485-18.9% | $2,381-15.3% |
| Participant deferral / active EE | $3,544 | $3,145+12.7% | $3,852-8.0% | $3,470+2.2% |
| Admin fee / account holder | $6,550 | $4,667+40.4% | $6,675-1.9% | $4,888+34.0% |