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 | $61,251 | $57,016+7.4% | $84,966-27.9% | $80,856-24.2% |
| Participation rate | 56.0% | 56.3%-0.3pp | 67.5%-11.5pp | 67.6%-11.6pp |
| Annual return | 15.95% | 21.66%-5.7pp | 66.38%-50.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,079 | $1,798+15.7% | $2,727-23.8% | $2,755-24.5% |
| Participant deferral / active EE | $6,124 | $3,110+96.9% | $4,519+35.5% | $4,296+42.5% |
| Admin fee / account holder | $1,888 | $4,980-62.1% | $6,149-69.3% | $6,918-72.7% |