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 | $64,541 | $58,851+9.7% | $115,157-44.0% | $72,985-11.6% |
| Participation rate | 66.1% | 65.5%+0.6pp | 75.9%-9.8pp | 69.5%-3.4pp |
| Annual return | 16.62% | 23.16%-6.5pp | 35.60%-19.0pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,527 | $1,798-15.1% | $3,179-52.0% | $2,440-37.4% |
| Participant deferral / active EE | $2,869 | $2,643+8.6% | $4,168-31.2% | $3,607-20.5% |
| Admin fee / account holder | $6,012 | $6,370-5.6% | $7,088-15.2% | $5,124+17.3% |