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 | $76,504 | $62,586+22.2% | $76,768-0.3% | $64,186+19.2% |
| Participation rate | 61.5% | 72.8%-11.3pp | 77.0%-15.4pp | 69.6%-8.0pp |
| Annual return | 10.91% | -1.95%+12.9pp | 2.43%+8.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $787 | $1,832-57.0% | $2,485-68.3% | $2,381-66.9% |
| Participant deferral / active EE | $2,558 | $3,145-18.7% | $3,852-33.6% | $3,470-26.3% |
| Admin fee / account holder | $2,213 | $4,667-52.6% | $6,675-66.8% | $4,888-54.7% |