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 | $90,539 | $85,022+6.5% | $70,515+28.4% | $139,434-35.1% |
| Participation rate | 52.6% | 73.9%-21.3pp | 68.3%-15.7pp | 80.3%-27.7pp |
| Annual return | 14.21% | 30.38%-16.2pp | 32.77%-18.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,493 | $3,909-36.2% | $2,973-16.2% | $4,751-47.5% |
| Participant deferral / active EE | $3,757 | $5,890-36.2% | $4,567-17.7% | $6,710-44.0% |
| Admin fee / account holder | $1,716 | $8,906-80.7% | $6,412-73.2% | $11,403-85.0% |