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 | $80,105 | $83,477-4.0% | $125,175-36.0% | $72,985+9.8% |
| Participation rate | 63.0% | 73.3%-10.3pp | 79.8%-16.8pp | 69.5%-6.5pp |
| Annual return | 31.92% | 25.78%+6.1pp | 43.79%-11.9pp | 81.00%-49.1pp |
| Employer contribution / active EE | $1,268 | $2,345-45.9% | $3,865-67.2% | $2,440-48.0% |
| Participant deferral / active EE | $1,672 | $3,585-53.4% | $4,937-66.1% | $3,607-53.7% |
| Admin fee / account holder | $22,173 | $5,517+301.9% | $9,702+128.5% | $5,124+332.7% |