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 | $87,208 | $95,453-8.6% | $112,040-22.2% | $82,448+5.8% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 14.67% | 23.92%-9.3pp | 24.52%-9.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,422 | $2,318-38.6% | $2,954-51.9% | $2,551-44.3% |
| Participant deferral / active EE | $4,132 | $4,224-2.2% | $5,098-18.9% | $4,139-0.2% |
| Admin fee / account holder | $5,170 | $9,013-42.6% | $12,098-57.3% | $7,234-28.5% |