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 | $111,989 | $89,753+24.8% | $107,525+4.2% | $84,808+32.1% |
| Participation rate | 56.7% | 68.1%-11.4pp | 75.1%-18.4pp | 68.3%-11.6pp |
| Annual return | 15.06% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,074 | $3,113-33.4% | $3,754-44.8% | $2,631-21.2% |
| Participant deferral / active EE | $3,090 | $4,056-23.8% | $5,116-39.6% | $4,212-26.6% |
| Admin fee / account holder | $12,065 | $7,222+67.1% | $8,919+35.3% | $7,344+64.3% |