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 | $88,741 | $86,929+2.1% | $102,423-13.4% | $80,856+9.8% |
| Participation rate | 69.8% | 72.4%-2.6pp | 76.5%-6.7pp | 67.6%+2.2pp |
| Annual return | 26.65% | 18.88%+7.8pp | 29.32%-2.7pp | 35.59%-8.9pp |
| Employer contribution / active EE | $1,409 | $2,369-40.5% | $3,023-53.4% | $2,755-48.9% |
| Participant deferral / active EE | $5,241 | $4,118+27.2% | $5,053+3.7% | $4,296+22.0% |
| Admin fee / account holder | $7,342 | $8,049-8.8% | $9,451-22.3% | $6,918+6.1% |