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 | $85,002 | $86,929-2.2% | $102,423-17.0% | $80,856+5.1% |
| Participation rate | 41.6% | 72.4%-30.8pp | 76.5%-34.9pp | 67.6%-26.1pp |
| Annual return | 10.70% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,124 | $2,369-52.6% | $3,023-62.8% | $2,755-59.2% |
| Participant deferral / active EE | $4,026 | $4,118-2.3% | $5,053-20.3% | $4,296-6.3% |
| Admin fee / account holder | $6,264 | $8,049-22.2% | $9,451-33.7% | $6,918-9.5% |