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 | $126,910 | $95,803+32.5% | $113,168+12.1% | $84,808+49.6% |
| Participation rate | 46.0% | 72.9%-26.9pp | 76.6%-30.6pp | 68.3%-22.3pp |
| Annual return | 15.35% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,907 | $2,360-19.2% | $2,975-35.9% | $2,631-27.5% |
| Participant deferral / active EE | $4,075 | $4,242-3.9% | $5,107-20.2% | $4,212-3.2% |
| Admin fee / account holder | $4,524 | $8,989-49.7% | $12,068-62.5% | $7,344-38.4% |