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 | $88,486 | $82,882+6.8% | $127,761-30.7% | $72,985+21.2% |
| Participation rate | 63.3% | 71.5%-8.2pp | 79.0%-15.7pp | 69.5%-6.2pp |
| Annual return | 22.79% | 32.20%-9.4pp | 26.14%-3.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,688 | $3,346-19.7% | $4,574-41.2% | $2,440+10.2% |
| Participant deferral / active EE | $4,602 | $4,791-3.9% | $6,021-23.6% | $3,607+27.6% |
| Admin fee / account holder | $4,099 | $6,487-36.8% | $9,395-56.4% | $5,124-20.0% |