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 | $60,378 | $51,708+16.8% | $106,619-43.4% | $62,891-4.0% |
| Participation rate | 48.4% | 66.9%-18.4pp | 78.0%-29.6pp | 69.3%-20.9pp |
| Annual return | 7.41% | 4.69%+2.7pp | 9.42%-2.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $531 | $1,764-69.9% | $3,947-86.6% | $2,281-76.7% |
| Participant deferral / active EE | $1,101 | $2,315-52.4% | $3,930-72.0% | $3,203-65.6% |
| Admin fee / account holder | $728 | $3,349-78.3% | $6,418-88.7% | $4,296-83.1% |