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 | $60,740 | $53,018+14.6% | $70,014-13.2% | $62,891-3.4% |
| Participation rate | 63.2% | 67.2%-4.0pp | 71.8%-8.7pp | 69.3%-6.1pp |
| Annual return | 4.96% | 13.35%-8.4pp | 12.99%-8.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,364 | $1,799-24.2% | $2,338-41.7% | $2,281-40.2% |
| Participant deferral / active EE | $3,476 | $2,395+45.1% | $2,931+18.6% | $3,203+8.5% |
| Admin fee / account holder | $876 | $3,690-76.3% | $4,380-80.0% | $4,296-79.6% |