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 | $63,969 | $53,596+19.4% | $90,645-29.4% | $64,186-0.3% |
| Participation rate | 67.3% | 64.5%+2.8pp | 74.0%-6.7pp | 69.6%-2.2pp |
| Annual return | -4.21% | 4.41%-8.6pp | 1.88%-6.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $688 | $1,503-54.2% | $2,532-72.8% | $2,381-71.1% |
| Participant deferral / active EE | $3,971 | $2,459+61.5% | $3,425+16.0% | $3,470+14.4% |
| Admin fee / account holder | $3,778 | $3,868-2.3% | $4,994-24.3% | $4,888-22.7% |