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 | $57,800 | $54,380+6.3% | $68,509-15.6% | $59,632-3.1% |
| Participation rate | 66.2% | 70.2%-4.0pp | 74.7%-8.5pp | 68.7%-2.4pp |
| Annual return | 0.30% | 2.83%-2.5pp | 8.27%-8.0pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,683 | $1,539+9.4% | $2,278-26.1% | $2,203-23.6% |
| Participant deferral / active EE | $3,890 | $2,643+47.2% | $3,382+15.0% | $3,192+21.9% |
| Admin fee / account holder | $2,145 | $3,885-44.8% | $5,275-59.3% | $4,297-50.1% |