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 | $63,815 | $42,383+50.6% | $76,523-16.6% | $64,186-0.6% |
| Participation rate | 67.2% | 58.1%+9.0pp | 68.0%-0.8pp | 69.6%-2.4pp |
| Annual return | 7.06% | -16.54%+23.6pp | -0.27%+7.3pp | 7.63%-0.6pp |
| Employer contribution / active EE | $2,860 | $1,563+82.9% | $2,647+8.0% | $2,381+20.1% |
| Participant deferral / active EE | $5,324 | $2,566+107.4% | $3,835+38.8% | $3,470+53.4% |
| Admin fee / account holder | $3,327 | $3,198+4.0% | $4,848-31.4% | $4,888-31.9% |