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 | $67,581 | $56,897+18.8% | $84,750-20.3% | $62,891+7.5% |
| Participation rate | 60.6% | 68.5%-7.9pp | 76.6%-16.0pp | 69.3%-8.7pp |
| Annual return | 9.52% | 6.30%+3.2pp | 22.78%-13.3pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,870 | $2,400-22.1% | $3,574-47.7% | $2,281-18.0% |
| Participant deferral / active EE | $6,163 | $2,709+127.5% | $3,712+66.0% | $3,203+92.4% |
| Admin fee / account holder | $4,229 | $3,581+18.1% | $5,332-20.7% | $4,296-1.5% |