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 | $90,475 | $95,803-5.6% | $113,168-20.1% | $84,808+6.7% |
| Participation rate | 60.6% | 72.9%-12.3pp | 76.6%-16.0pp | 68.3%-7.7pp |
| Annual return | 16.91% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,039 | $2,360-13.6% | $2,975-31.5% | $2,631-22.5% |
| Participant deferral / active EE | $4,484 | $4,242+5.7% | $5,107-12.2% | $4,212+6.5% |
| Admin fee / account holder | $13,064 | $8,989+45.3% | $12,068+8.3% | $7,344+77.9% |