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 | $56,987 | $53,596+6.3% | $90,645-37.1% | $64,186-11.2% |
| Participation rate | 65.6% | 64.5%+1.1pp | 74.0%-8.4pp | 69.6%-3.9pp |
| Annual return | -3.64% | 4.41%-8.1pp | 1.88%-5.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $297 | $1,503-80.3% | $2,532-88.3% | $2,381-87.5% |
| Participant deferral / active EE | $1,043 | $2,459-57.6% | $3,425-69.5% | $3,470-69.9% |
| Admin fee / account holder | $696 | $3,868-82.0% | $4,994-86.1% | $4,888-85.8% |