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 | $46,025 | $43,327+6.2% | $59,878-23.1% | $64,186-28.3% |
| Participation rate | 65.6% | 69.2%-3.5pp | 74.7%-9.1pp | 69.6%-3.9pp |
| Annual return | 6.03% | -1.55%+7.6pp | 3.46%+2.6pp | 7.63%-1.6pp |
| Employer contribution / active EE | $666 | $2,028-67.2% | $2,722-75.5% | $2,381-72.0% |
| Participant deferral / active EE | $3,074 | $2,546+20.7% | $3,402-9.6% | $3,470-11.4% |
| Admin fee / account holder | $1,203 | $3,005-60.0% | $3,590-66.5% | $4,888-75.4% |