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 | $62,254 | $56,897+9.4% | $84,750-26.5% | $62,891-1.0% |
| Participation rate | 56.5% | 68.5%-12.0pp | 76.6%-20.1pp | 69.3%-12.8pp |
| Annual return | 4.36% | 6.30%-1.9pp | 22.78%-18.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $696 | $2,400-71.0% | $3,574-80.5% | $2,281-69.5% |
| Participant deferral / active EE | $2,195 | $2,709-19.0% | $3,712-40.9% | $3,203-31.5% |
| Admin fee / account holder | $18,564 | $3,581+418.4% | $5,332+248.2% | $4,296+332.2% |