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 | $55,038 | $61,660-10.7% | $80,019-31.2% | $64,186-14.3% |
| Participation rate | 57.9% | 71.7%-13.8pp | 75.8%-17.9pp | 69.6%-11.7pp |
| Annual return | 6.06% | -0.33%+6.4pp | 11.22%-5.2pp | 7.63%-1.6pp |
| Employer contribution / active EE | $877 | $1,810-51.5% | $2,468-64.5% | $2,381-63.2% |
| Participant deferral / active EE | $2,359 | $2,968-20.5% | $3,686-36.0% | $3,470-32.0% |
| Admin fee / account holder | $3,814 | $5,417-29.6% | $6,521-41.5% | $4,888-22.0% |