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 | $123,243 | $117,841+4.6% | $102,423+20.3% | $145,922-15.5% |
| Participation rate | 56.3% | 78.6%-22.3pp | 76.5%-20.2pp | 80.3%-24.0pp |
| Annual return | 9.84% | 31.65%-21.8pp | 29.32%-19.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,776 | $3,615-50.9% | $3,023-41.3% | $4,660-61.9% |
| Participant deferral / active EE | $8,739 | $5,731+52.5% | $5,053+72.9% | $6,688+30.7% |
| Admin fee / account holder | $25,369 | $13,326+90.4% | $9,451+168.4% | $13,397+89.4% |