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 | $86,255 | $99,985-13.7% | $146,665-41.2% | $85,850+0.5% |
| Participation rate | 67.6% | 73.1%-5.5pp | 80.1%-12.5pp | 69.3%-1.7pp |
| Annual return | 18.63% | 18.93%-0.3pp | 22.74%-4.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $2,201 | $2,559-14.0% | $4,136-46.8% | $2,565-14.2% |
| Participant deferral / active EE | $2,747 | $4,006-31.4% | $5,506-50.1% | $3,952-30.5% |
| Admin fee / account holder | $1,139 | $7,702-85.2% | $10,280-88.9% | $6,260-81.8% |