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 | $128,630 | $81,446+57.9% | $103,374+24.4% | $80,874+59.0% |
| Participation rate | 40.7% | 66.9%-26.1pp | 74.5%-33.8pp | 67.6%-26.9pp |
| Annual return | 10.97% | 25.57%-14.6pp | 24.89%-13.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,013 | $3,107-35.2% | $3,869-48.0% | $2,756-26.9% |
| Participant deferral / active EE | $4,115 | $3,870+6.3% | $5,058-18.6% | $4,297-4.2% |
| Admin fee / account holder | $351 | $6,715-94.8% | $8,394-95.8% | $6,935-94.9% |