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 | $103,398 | $86,929+18.9% | $102,423+1.0% | $80,856+27.9% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.6%-22.6pp |
| Annual return | 10.56% | 18.88%-8.3pp | 29.32%-18.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,616 | $2,369-31.8% | $3,023-46.5% | $2,755-41.3% |
| Participant deferral / active EE | $3,538 | $4,118-14.1% | $5,053-30.0% | $4,296-17.6% |
| Admin fee / account holder | $588 | $8,049-92.7% | $9,451-93.8% | $6,918-91.5% |