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 6-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 | $86,172 | $78,926+9.2% | $136,749-37.0% | $84,808+1.6% |
| Participation rate | 60.0% | 62.2%-2.2pp | 72.1%-12.1pp | 68.3%-8.3pp |
| Annual return | 21.56% | 18.17%+3.4pp | 24.33%-2.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,111 | $2,134-1.1% | $3,400-37.9% | $2,631-19.8% |
| Participant deferral / active EE | $5,796 | $3,168+82.9% | $4,692+23.5% | $4,212+37.6% |
| Admin fee / account holder | $791 | $6,369-87.6% | $11,386-93.0% | $7,344-89.2% |