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 | $119,345 | $72,277+65.1% | $101,248+17.9% | $79,858+49.4% |
| Participation rate | 59.0% | 68.5%-9.4pp | 75.8%-16.8pp | 69.6%-10.6pp |
| Annual return | 14.06% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,181 | $2,692-19.0% | $3,660-40.4% | $2,471-11.7% |
| Participant deferral / active EE | $4,052 | $3,282+23.5% | $4,370-7.3% | $3,740+8.4% |
| Admin fee / account holder | $9,478 | $4,400+115.4% | $5,945+59.4% | $5,306+78.6% |