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 | $99,226 | $86,929+14.1% | $102,423-3.1% | $80,856+22.7% |
| Participation rate | 52.5% | 72.4%-19.9pp | 76.5%-24.0pp | 67.6%-15.2pp |
| Annual return | 16.04% | 18.88%-2.8pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,254 | $2,369-47.1% | $3,023-58.5% | $2,755-54.5% |
| Participant deferral / active EE | $2,119 | $4,118-48.6% | $5,053-58.1% | $4,296-50.7% |
| Admin fee / account holder | $7,929 | $8,049-1.5% | $9,451-16.1% | $6,918+14.6% |