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 | $94,337 | $86,929+8.5% | $102,423-7.9% | $80,856+16.7% |
| Participation rate | 67.6% | 72.4%-4.8pp | 76.5%-8.9pp | 67.6%-0.1pp |
| Annual return | 14.07% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,820 | $2,369-23.2% | $3,023-39.8% | $2,755-33.9% |
| Participant deferral / active EE | $2,841 | $4,118-31.0% | $5,053-43.8% | $4,296-33.9% |
| Admin fee / account holder | $3,012 | $8,049-62.6% | $9,451-68.1% | $6,918-56.5% |