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 | $61,552 | $60,349+2.0% | $74,183-17.0% | $62,891-2.1% |
| Participation rate | 57.6% | 72.7%-15.2pp | 76.6%-19.0pp | 69.3%-11.7pp |
| Annual return | 9.93% | 21.37%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,155 | $1,680-31.2% | $2,370-51.3% | $2,281-49.4% |
| Participant deferral / active EE | $2,832 | $2,856-0.9% | $3,550-20.2% | $3,203-11.6% |
| Admin fee / account holder | $4,376 | $4,261+2.7% | $5,586-21.7% | $4,296+1.9% |