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 | $76,741 | $69,362+10.6% | $101,248-24.2% | $73,488+4.4% |
| Participation rate | 52.6% | 68.4%-15.8pp | 75.8%-23.2pp | 70.7%-18.0pp |
| Annual return | 15.92% | 18.46%-2.5pp | 46.47%-30.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $946 | $2,628-64.0% | $3,660-74.2% | $2,270-58.3% |
| Participant deferral / active EE | $2,885 | $3,300-12.6% | $4,370-34.0% | $3,740-22.9% |
| Admin fee / account holder | $8,685 | $704+1134.5% | $5,945+46.1% | $513+1592.8% |