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 | $58,652 | $32,037+83.1% | $69,182-15.2% | $62,891-6.7% |
| Participation rate | 51.4% | 43.4%+7.9pp | 55.1%-3.8pp | 69.3%-18.0pp |
| Annual return | 5.89% | 15.16%-9.3pp | -21.93%+27.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $987 | $679+45.3% | $1,206-18.2% | $2,281-56.7% |
| Participant deferral / active EE | $1,411 | $1,185+19.0% | $1,897-25.6% | $3,203-56.0% |
| Admin fee / account holder | $1,112 | $2,608-57.4% | $2,697-58.8% | $4,296-74.1% |