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 | $79,349 | $72,277+9.8% | $101,248-21.6% | $79,858-0.6% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 11.78% | 22.30%-10.5pp | 46.47%-34.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,804 | $2,692-33.0% | $3,660-50.7% | $2,471-27.0% |
| Participant deferral / active EE | $4,329 | $3,282+31.9% | $4,370-1.0% | $3,740+15.7% |
| Admin fee / account holder | $1,771 | $4,400-59.8% | $5,945-70.2% | $5,306-66.6% |