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 | $83,024 | $81,248+2.2% | $155,509-46.6% | $80,856+2.7% |
| Participation rate | 42.3% | 66.2%-23.9pp | 78.2%-35.9pp | 67.6%-25.3pp |
| Annual return | 13.34% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,258 | $3,100-27.2% | $4,672-51.7% | $2,755-18.1% |
| Participant deferral / active EE | $3,756 | $3,452+8.8% | $5,626-33.2% | $4,296-12.6% |
| Admin fee / account holder | $4,081 | $7,997-49.0% | $15,912-74.4% | $6,918-41.0% |