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 | $93,461 | $86,929+7.5% | $102,423-8.8% | $80,856+15.6% |
| Participation rate | 51.9% | 72.4%-20.5pp | 76.5%-24.6pp | 67.6%-15.8pp |
| Annual return | 25.14% | 18.88%+6.3pp | 29.32%-4.2pp | 35.59%-10.5pp |
| Employer contribution / active EE | $1,449 | $2,369-38.9% | $3,023-52.1% | $2,755-47.4% |
| Participant deferral / active EE | $3,059 | $4,118-25.7% | $5,053-39.5% | $4,296-28.8% |
| Admin fee / account holder | $3,061 | $8,049-62.0% | $9,451-67.6% | $6,918-55.8% |