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 5-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 | $100,467 | $86,929+15.6% | $102,423-1.9% | $80,856+24.3% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.6%-11.9pp |
| Annual return | 11.77% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,795 | $2,369-24.3% | $3,023-40.6% | $2,755-34.9% |
| Participant deferral / active EE | $4,570 | $4,118+11.0% | $5,053-9.6% | $4,296+6.4% |
| Admin fee / account holder | $40,681 | $8,049+405.4% | $9,451+330.4% | $6,918+488.0% |