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 | $63,225 | $65,703-3.8% | $94,224-32.9% | $59,632+6.0% |
| Participation rate | 50.9% | 72.1%-21.2pp | 78.8%-27.8pp | 68.7%-17.7pp |
| Annual return | -0.90% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,648 | $2,021-18.4% | $3,587-54.1% | $2,203-25.2% |
| Participant deferral / active EE | $3,570 | $3,143+13.6% | $4,320-17.4% | $3,192+11.8% |
| Admin fee / account holder | $4,783 | $4,264+12.2% | $6,269-23.7% | $4,297+11.3% |