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 | $56,586 | $69,977-19.1% | $108,579-47.9% | $62,891-10.0% |
| Participation rate | 69.8% | 72.9%-3.1pp | 79.6%-9.7pp | 69.3%+0.5pp |
| Annual return | 6.22% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $621 | $2,135-70.9% | $3,758-83.5% | $2,281-72.8% |
| Participant deferral / active EE | $2,055 | $3,165-35.1% | $4,311-52.3% | $3,203-35.8% |
| Admin fee / account holder | $8,264 | $5,076+62.8% | $7,645+8.1% | $4,296+92.4% |