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 | $62,589 | $65,703-4.7% | $94,224-33.6% | $59,632+5.0% |
| Participation rate | 63.4% | 72.1%-8.7pp | 78.8%-15.4pp | 68.7%-5.3pp |
| Annual return | 1.45% | 5.22%-3.8pp | 10.68%-9.2pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $493 | $2,021-75.6% | $3,587-86.2% | $2,203-77.6% |
| Participant deferral / active EE | $1,974 | $3,143-37.2% | $4,320-54.3% | $3,192-38.2% |
| Admin fee / account holder | $455 | $4,264-89.3% | $6,269-92.7% | $4,297-89.4% |