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 | $54,831 | $53,018+3.4% | $70,014-21.7% | $62,891-12.8% |
| Participation rate | 66.0% | 67.2%-1.2pp | 71.8%-5.8pp | 69.3%-3.3pp |
| Annual return | 7.80% | 13.35%-5.5pp | 12.99%-5.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $871 | $1,799-51.6% | $2,338-62.7% | $2,281-61.8% |
| Participant deferral / active EE | $2,274 | $2,395-5.1% | $2,931-22.4% | $3,203-29.0% |
| Admin fee / account holder | $368 | $3,690-90.0% | $4,380-91.6% | $4,296-91.4% |