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 10-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 | $72,602 | $71,050+2.2% | $93,606-22.4% | $80,856-10.2% |
| Participation rate | 38.5% | 60.4%-21.9pp | 68.7%-30.3pp | 67.6%-29.2pp |
| Annual return | 10.92% | 11.26%-0.3pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,490 | $1,564-4.7% | $2,420-38.4% | $2,755-45.9% |
| Participant deferral / active EE | $2,899 | $4,034-28.1% | $4,411-34.3% | $4,296-32.5% |
| Admin fee / account holder | $15,343 | $6,945+120.9% | $8,285+85.2% | $6,918+121.8% |