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 | $61,411 | $64,890-5.4% | $134,172-54.2% | $67,986-9.7% |
| Participation rate | 63.5% | 48.5%+14.9pp | 72.5%-9.0pp | 57.2%+6.3pp |
| Annual return | 21.36% | 16.12%+5.2pp | 25.30%-3.9pp | 31.67%-10.3pp |
| Employer contribution / active EE | $1,397 | $1,360+2.7% | $3,420-59.2% | $2,019-30.8% |
| Participant deferral / active EE | $2,194 | $2,289-4.1% | $4,690-53.2% | $3,358-34.7% |
| Admin fee / account holder | $1,447 | $3,140-53.9% | $12,016-88.0% | $3,203-54.8% |