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 | $96,355 | $86,929+10.8% | $102,423-5.9% | $80,856+19.2% |
| Participation rate | 69.0% | 72.4%-3.3pp | 76.5%-7.4pp | 67.6%+1.4pp |
| Annual return | 16.20% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,317 | $4,118+150.5% | $5,053+104.2% | $4,296+140.2% |
| Admin fee / account holder | $2,139 | $8,049-73.4% | $9,451-77.4% | $6,918-69.1% |