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 | $98,492 | $86,929+13.3% | $102,423-3.8% | $80,856+21.8% |
| Participation rate | 26.8% | 72.4%-45.5pp | 76.5%-49.7pp | 67.6%-40.8pp |
| Annual return | 14.20% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,096 | $2,369-53.8% | $3,023-63.8% | $2,755-60.2% |
| Participant deferral / active EE | $2,130 | $4,118-48.3% | $5,053-57.9% | $4,296-50.4% |
| Admin fee / account holder | $7,524 | $8,049-6.5% | $9,451-20.4% | $6,918+8.8% |