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 | $80,190 | $48,076+66.8% | $78,689+1.9% | $62,891+27.5% |
| Participation rate | 69.0% | 65.2%+3.8pp | 73.6%-4.5pp | 69.3%-0.3pp |
| Annual return | 10.13% | 31.35%-21.2pp | 62.18%-52.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $511 | $2,015-74.6% | $2,851-82.1% | $2,281-77.6% |
| Participant deferral / active EE | $4,679 | $2,588+80.8% | $3,517+33.0% | $3,203+46.1% |
| Admin fee / account holder | $9,769 | $3,207+204.6% | $4,510+116.6% | $4,296+127.4% |