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 | $57,392 | $52,681+8.9% | $75,781-24.3% | $59,632-3.8% |
| Participation rate | 48.2% | 67.2%-19.0pp | 75.8%-27.6pp | 68.7%-20.4pp |
| Annual return | 0.79% | 2.95%-2.2pp | 9.68%-8.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,842 | $2,591+9.7% | $3,651-22.2% | $3,192-11.0% |
| Admin fee / account holder | $4,090 | $3,610+13.3% | $5,299-22.8% | $4,297-4.8% |