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 | $59,022 | $58,828+0.3% | $77,999-24.3% | $62,891-6.2% |
| Participation rate | 65.2% | 71.1%-5.8pp | 75.5%-10.3pp | 69.3%-4.1pp |
| Annual return | 13.43% | 17.16%-3.7pp | 425.96%-412.5pp | 20.14%-6.7pp |
| Employer contribution / active EE | $1,036 | $1,672-38.0% | $2,470-58.1% | $2,281-54.6% |
| Participant deferral / active EE | $1,527 | $2,686-43.1% | $3,497-56.3% | $3,203-52.3% |
| Admin fee / account holder | $3,181 | $4,393-27.6% | $5,480-42.0% | $4,296-25.9% |