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 | $71,668 | $56,897+26.0% | $84,750-15.4% | $62,891+14.0% |
| Participation rate | 65.5% | 68.5%-3.0pp | 76.6%-11.1pp | 69.3%-3.8pp |
| Annual return | 6.08% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $673 | $2,400-72.0% | $3,574-81.2% | $2,281-70.5% |
| Participant deferral / active EE | $2,286 | $2,709-15.6% | $3,712-38.4% | $3,203-28.6% |
| Admin fee / account holder | $26,918 | $3,581+651.7% | $5,332+404.8% | $4,296+526.6% |