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 | $45,722 | $45,863-0.3% | $77,024-40.6% | $68,494-33.2% |
| Participation rate | 65.6% | 55.9%+9.6pp | 67.9%-2.3pp | 67.9%-2.3pp |
| Annual return | 2.82% | 1.72%+1.1pp | 42.32%-39.5pp | -7.84%+10.7pp |
| Employer contribution / active EE | $2,034 | $1,650+23.3% | $2,812-27.7% | $2,596-21.7% |
| Participant deferral / active EE | $3,279 | $2,962+10.7% | $4,426-25.9% | $4,027-18.6% |
| Admin fee / account holder | $5,450 | $3,041+79.3% | $5,425+0.5% | $5,403+0.9% |