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 | $63,163 | $56,897+11.0% | $84,750-25.5% | $62,891+0.4% |
| Participation rate | 56.8% | 68.5%-11.7pp | 76.6%-19.8pp | 69.3%-12.5pp |
| Annual return | 7.42% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,901 | $2,400-20.8% | $3,574-46.8% | $2,281-16.7% |
| Participant deferral / active EE | $3,341 | $2,709+23.3% | $3,712-10.0% | $3,203+4.3% |
| Admin fee / account holder | $655 | $3,581-81.7% | $5,332-87.7% | $4,296-84.8% |