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 | $62,034 | $32,037+93.6% | $69,182-10.3% | $62,891-1.4% |
| Participation rate | 63.0% | 43.4%+19.5pp | 55.1%+7.8pp | 69.3%-6.3pp |
| Annual return | 6.56% | 15.16%-8.6pp | -21.93%+28.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,461 | $679+115.1% | $1,206+21.1% | $2,281-35.9% |
| Participant deferral / active EE | $3,683 | $1,185+210.7% | $1,897+94.1% | $3,203+15.0% |
| Admin fee / account holder | $4,519 | $2,608+73.3% | $2,697+67.6% | $4,296+5.2% |