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 9-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 | $63,932 | $62,573+2.2% | $85,682-25.4% | $85,850-25.5% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.9%-9.9pp | 69.3%-9.3pp |
| Annual return | 13.98% | 23.77%-9.8pp | 21.49%-7.5pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,910 | $1,757+8.7% | $2,618-27.0% | $2,565-25.5% |
| Participant deferral / active EE | $4,248 | $2,802+51.6% | $3,923+8.3% | $3,952+7.5% |
| Admin fee / account holder | $10,237 | $4,640+120.6% | $6,873+48.9% | $6,260+63.5% |