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 | $75,149 | $86,922-13.5% | $102,438-26.6% | $80,874-7.1% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.6%-7.2pp |
| Annual return | 11.66% | 18.90%-7.2pp | 29.37%-17.7pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,247 | $2,369-47.4% | $3,024-58.8% | $2,756-54.8% |
| Participant deferral / active EE | $2,940 | $4,119-28.6% | $5,054-41.8% | $4,297-31.6% |
| Admin fee / account holder | $686 | $8,050-91.5% | $9,448-92.7% | $6,935-90.1% |