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 | $85,479 | $78,672+8.7% | $109,143-21.7% | $85,850-0.4% |
| Participation rate | 56.4% | 68.3%-11.9pp | 75.9%-19.5pp | 69.3%-13.0pp |
| Annual return | 17.21% | 25.09%-7.9pp | 25.75%-8.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,163 | $2,735+15.7% | $3,722-15.0% | $2,565+23.3% |
| Participant deferral / active EE | $5,358 | $3,467+54.5% | $4,653+15.1% | $3,952+35.6% |
| Admin fee / account holder | $1,529 | $5,469-72.0% | $6,752-77.3% | $6,260-75.6% |