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 | $102,017 | $86,929+17.4% | $102,423-0.4% | $80,856+26.2% |
| Participation rate | 69.2% | 72.4%-3.1pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 16.44% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,445 | $2,369-39.0% | $3,023-52.2% | $2,755-47.6% |
| Participant deferral / active EE | $5,304 | $4,118+28.8% | $5,053+5.0% | $4,296+23.5% |
| Admin fee / account holder | $26,929 | $8,049+234.6% | $9,451+184.9% | $6,918+289.3% |