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 | $79,527 | $65,041+22.3% | $90,951-12.6% | $79,858-0.4% |
| Participation rate | 48.5% | 61.6%-13.2pp | 69.0%-20.6pp | 69.6%-21.2pp |
| Annual return | 11.68% | 30.45%-18.8pp | 134.60%-122.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $722 | $1,247-42.1% | $2,122-66.0% | $2,471-70.8% |
| Participant deferral / active EE | $2,899 | $2,512+15.4% | $3,373-14.1% | $3,740-22.5% |
| Admin fee / account holder | $2,321 | $4,536-48.8% | $5,959-61.0% | $5,306-56.3% |