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 | $93,854 | $86,929+8.0% | $102,423-8.4% | $80,856+16.1% |
| Participation rate | 43.6% | 72.4%-28.8pp | 76.5%-32.9pp | 67.6%-24.0pp |
| Annual return | 11.64% | 18.88%-7.2pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,092 | $2,369+30.5% | $3,023+2.3% | $2,755+12.2% |
| Participant deferral / active EE | $2,912 | $4,118-29.3% | $5,053-42.4% | $4,296-32.2% |
| Admin fee / account holder | $8,764 | $8,049+8.9% | $9,451-7.3% | $6,918+26.7% |