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 | $115,318 | $86,929+32.7% | $102,423+12.6% | $80,856+42.6% |
| Participation rate | 61.9% | 72.4%-10.5pp | 76.5%-14.6pp | 67.6%-5.7pp |
| Annual return | 17.55% | 18.88%-1.3pp | 29.32%-11.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,329 | $2,369-43.9% | $3,023-56.0% | $2,755-51.8% |
| Participant deferral / active EE | $4,359 | $4,118+5.8% | $5,053-13.7% | $4,296+1.5% |
| Admin fee / account holder | $5,404 | $8,049-32.9% | $9,451-42.8% | $6,918-21.9% |