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 | $84,250 | $99,032-14.9% | $80,019+5.3% | $135,375-37.8% |
| Participation rate | 69.6% | 78.4%-8.8pp | 75.8%-6.3pp | 82.6%-13.1pp |
| Annual return | 1.50% | 15.39%-13.9pp | 11.22%-9.7pp | 519.73%-518.2pp |
| Employer contribution / active EE | $489 | $3,043-83.9% | $2,468-80.2% | $4,779-89.8% |
| Participant deferral / active EE | $4,397 | $4,282+2.7% | $3,686+19.3% | $5,609-21.6% |
| Admin fee / account holder | $2,376 | $10,436-77.2% | $6,521-63.6% | $10,827-78.1% |