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 | $83,058 | $88,672-6.3% | $105,223-21.1% | $82,448+0.7% |
| Participation rate | 61.3% | 67.9%-6.7pp | 75.0%-13.8pp | 68.1%-6.8pp |
| Annual return | 15.55% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,454 | $3,048-19.5% | $3,689-33.5% | $2,551-3.8% |
| Participant deferral / active EE | $4,374 | $4,036+8.4% | $5,072-13.8% | $4,139+5.7% |
| Admin fee / account holder | $11,986 | $7,146+67.7% | $8,859+35.3% | $7,234+65.7% |