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 | $63,461 | $64,348-1.4% | $90,160-29.6% | $70,131-9.5% |
| Participation rate | 51.9% | 70.4%-18.6pp | 76.9%-25.0pp | 69.5%-17.7pp |
| Annual return | 14.82% | 28.13%-13.3pp | 34.88%-20.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,341 | $2,046+14.5% | $3,318-29.4% | $2,3420% |
| Participant deferral / active EE | $3,596 | $4,389-18.1% | $5,288-32.0% | $3,332+7.9% |
| Admin fee / account holder | $5,908 | $3,944+49.8% | $5,943-0.6% | $4,645+27.2% |