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 | $71,444 | $69,977+2.1% | $108,579-34.2% | $62,891+13.6% |
| Participation rate | 66.0% | 72.9%-6.9pp | 79.6%-13.6pp | 69.3%-3.3pp |
| Annual return | 8.01% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $637 | $2,135-70.2% | $3,758-83.1% | $2,281-72.1% |
| Participant deferral / active EE | $1,840 | $3,165-41.9% | $4,311-57.3% | $3,203-42.6% |
| Admin fee / account holder | $520 | $5,076-89.8% | $7,645-93.2% | $4,296-87.9% |