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 | $139,453 | $95,803+45.6% | $113,168+23.2% | $84,808+64.4% |
| Participation rate | 63.4% | 72.9%-9.4pp | 76.6%-13.2pp | 68.3%-4.9pp |
| Annual return | 18.37% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,264 | $2,360-46.4% | $2,975-57.5% | $2,631-52.0% |
| Participant deferral / active EE | $5,751 | $4,242+35.6% | $5,107+12.6% | $4,212+36.6% |
| Admin fee / account holder | $2,552 | $8,989-71.6% | $12,068-78.8% | $7,344-65.2% |