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 | $149,326 | $86,929+71.8% | $102,423+45.8% | $80,856+84.7% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.6%-5.8pp |
| Annual return | 13.51% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,280 | $2,369-3.8% | $3,023-24.6% | $2,755-17.2% |
| Participant deferral / active EE | $6,131 | $4,118+48.9% | $5,053+21.3% | $4,296+42.7% |
| Admin fee / account holder | $24,592 | $8,049+205.5% | $9,451+160.2% | $6,918+255.5% |