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 | $69,498 | $71,050-2.2% | $93,606-25.8% | $80,856-14.0% |
| Participation rate | 55.8% | 60.4%-4.6pp | 68.7%-13.0pp | 67.6%-11.9pp |
| Annual return | 10.20% | 11.26%-1.1pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,597 | $1,564+2.1% | $2,420-34.0% | $2,755-42.0% |
| Participant deferral / active EE | $3,485 | $4,034-13.6% | $4,411-21.0% | $4,296-18.9% |
| Admin fee / account holder | $17,152 | $6,945+147.0% | $8,285+107.0% | $6,918+147.9% |