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 | $83,649 | $77,314+8.2% | $177,989-53.0% | $80,856+3.5% |
| Participation rate | 65.9% | 65.7%+0.2pp | 77.1%-11.2pp | 67.6%-1.8pp |
| Annual return | 20.36% | 18.09%+2.3pp | 294.48%-274.1pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,752 | $2,292-23.6% | $3,949-55.6% | $2,755-36.4% |
| Participant deferral / active EE | $4,879 | $4,411+10.6% | $6,276-22.3% | $4,296+13.6% |
| Admin fee / account holder | $11,960 | $7,191+66.3% | $10,363+15.4% | $6,918+72.9% |