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 | $64,909 | $61,660+5.3% | $80,019-18.9% | $64,186+1.1% |
| Participation rate | 65.7% | 71.7%-6.0pp | 75.8%-10.1pp | 69.6%-3.9pp |
| Annual return | 5.91% | -0.33%+6.2pp | 11.22%-5.3pp | 7.63%-1.7pp |
| Employer contribution / active EE | $1,074 | $1,810-40.7% | $2,468-56.5% | $2,381-54.9% |
| Participant deferral / active EE | $2,155 | $2,968-27.4% | $3,686-41.5% | $3,470-37.9% |
| Admin fee / account holder | $6,237 | $5,417+15.1% | $6,521-4.3% | $4,888+27.6% |