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 | $66,525 | $58,577+13.6% | $83,333-20.2% | $64,186+3.6% |
| Participation rate | 65.2% | 72.0%-6.8pp | 77.8%-12.5pp | 69.6%-4.4pp |
| Annual return | -2.64% | 9.65%-12.3pp | 10.63%-13.3pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,458 | $2,098-30.5% | $3,379-56.8% | $2,381-38.7% |
| Participant deferral / active EE | $3,131 | $4,654-32.7% | $5,565-43.7% | $3,470-9.8% |
| Admin fee / account holder | $12,415 | $9,275+33.8% | $7,510+65.3% | $4,888+154.0% |