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 | $114,630 | $86,929+31.9% | $102,423+11.9% | $80,856+41.8% |
| Participation rate | 47.4% | 72.4%-25.0pp | 76.5%-29.1pp | 67.6%-20.3pp |
| Annual return | 11.97% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,589 | $2,369+9.3% | $3,023-14.4% | $2,755-6.0% |
| Participant deferral / active EE | $3,710 | $4,118-9.9% | $5,053-26.6% | $4,296-13.6% |
| Admin fee / account holder | $33,688 | $8,049+318.5% | $9,451+256.5% | $6,918+387.0% |