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 9-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 | $89,815 | $86,929+3.3% | $102,423-12.3% | $80,856+11.1% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.6%-6.9pp |
| Annual return | 14.93% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,762 | $2,369+16.6% | $3,023-8.7% | $2,755+0.2% |
| Participant deferral / active EE | $7,406 | $4,118+79.8% | $5,053+46.6% | $4,296+72.4% |
| Admin fee / account holder | $3,963 | $8,049-50.8% | $9,451-58.1% | $6,918-42.7% |