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 | $71,381 | $61,605+15.9% | $112,229-36.4% | $75,163-5.0% |
| Participation rate | 63.0% | 61.7%+1.3pp | 72.4%-9.5pp | 67.2%-4.2pp |
| Annual return | 14.64% | 28.47%-13.8pp | 30.20%-15.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,346 | $2,015-33.2% | $3,430-60.8% | $2,670-49.6% |
| Participant deferral / active EE | $3,071 | $3,108-1.2% | $4,798-36.0% | $4,125-25.6% |
| Admin fee / account holder | $2,019 | $4,862-58.5% | $7,748-73.9% | $5,651-64.3% |