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 | $91,827 | $81,460+12.7% | $103,333-11.1% | $80,856+13.6% |
| Participation rate | 62.1% | 66.8%-4.8pp | 74.5%-12.4pp | 67.6%-5.6pp |
| Annual return | 21.24% | 25.55%-4.3pp | 24.88%-3.6pp | 35.59%-14.4pp |
| Employer contribution / active EE | $1,814 | $3,105-41.6% | $3,868-53.1% | $2,755-34.2% |
| Participant deferral / active EE | $2,726 | $3,869-29.5% | $5,057-46.1% | $4,296-36.5% |
| Admin fee / account holder | $2,133 | $6,566-67.5% | $8,355-74.5% | $6,918-69.2% |