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 | $59,787 | $42,383+41.1% | $76,523-21.9% | $64,186-6.9% |
| Participation rate | 61.5% | 58.1%+3.4pp | 68.0%-6.5pp | 69.6%-8.0pp |
| Annual return | 1.82% | -16.54%+18.4pp | -0.27%+2.1pp | 7.63%-5.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,480 | $2,566+35.6% | $3,835-9.3% | $3,470+0.3% |
| Admin fee / account holder | $1,698 | $3,198-46.9% | $4,848-65.0% | $4,888-65.3% |