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 7-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 | $96,060 | $86,929+10.5% | $102,423-6.2% | $80,856+18.8% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.6%-4.9pp |
| Annual return | 18.70% | 18.88%-0.2pp | 29.32%-10.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,536 | $2,369-35.2% | $3,023-49.2% | $2,755-44.2% |
| Participant deferral / active EE | $4,342 | $4,118+5.4% | $5,053-14.1% | $4,296+1.1% |
| Admin fee / account holder | $17,845 | $8,049+121.7% | $9,451+88.8% | $6,918+158.0% |