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 | $64,407 | $60,349+6.7% | $74,183-13.2% | $62,891+2.4% |
| Participation rate | 62.1% | 72.7%-10.6pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 5.79% | 21.37%-15.6pp | 17.74%-11.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,405 | $1,680+43.2% | $2,370+1.5% | $2,281+5.5% |
| Participant deferral / active EE | $4,830 | $2,856+69.1% | $3,550+36.1% | $3,203+50.8% |
| Admin fee / account holder | $16,312 | $4,261+282.8% | $5,586+192.0% | $4,296+279.8% |