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 | $90,793 | $86,929+4.4% | $102,423-11.4% | $80,856+12.3% |
| Participation rate | 56.1% | 72.4%-16.3pp | 76.5%-20.4pp | 67.6%-11.5pp |
| Annual return | 12.27% | 18.88%-6.6pp | 29.32%-17.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,512 | $2,369-36.2% | $3,023-50.0% | $2,755-45.1% |
| Participant deferral / active EE | $3,576 | $4,118-13.2% | $5,053-29.2% | $4,296-16.8% |
| Admin fee / account holder | $3,752 | $8,049-53.4% | $9,451-60.3% | $6,918-45.8% |