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 | $60,758 | $50,464+20.4% | $75,781-19.8% | $52,331+16.1% |
| Participation rate | 60.5% | 66.8%-6.2pp | 75.8%-15.3pp | 68.1%-7.6pp |
| Annual return | 1.39% | 1.03%+0.4pp | 9.68%-8.3pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,107 | $1,988-44.3% | $3,323-66.7% | $1,882-41.2% |
| Participant deferral / active EE | $3,006 | $2,570+16.9% | $3,651-17.7% | $3,022-0.5% |
| Admin fee / account holder | $12,703 | $1,103+1051.8% | $5,299+139.7% | $592+2047.3% |