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 4-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 | $86,736 | $81,248+6.8% | $155,509-44.2% | $80,856+7.3% |
| Participation rate | 53.6% | 66.2%-12.7pp | 78.2%-24.6pp | 67.6%-14.1pp |
| Annual return | 15.40% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,028 | $3,100-34.6% | $4,672-56.6% | $2,755-26.4% |
| Participant deferral / active EE | $4,917 | $3,452+42.4% | $5,626-12.6% | $4,296+14.5% |
| Admin fee / account holder | $942 | $7,997-88.2% | $15,912-94.1% | $6,918-86.4% |