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 | $111,474 | $86,929+28.2% | $102,423+8.8% | $80,856+37.9% |
| Participation rate | 65.4% | 72.4%-6.9pp | 76.5%-11.1pp | 67.6%-2.2pp |
| Annual return | 10.52% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,991 | $2,369-15.9% | $3,023-34.1% | $2,755-27.7% |
| Participant deferral / active EE | $4,406 | $4,118+7.0% | $5,053-12.8% | $4,296+2.6% |
| Admin fee / account holder | $11,997 | $8,049+49.0% | $9,451+26.9% | $6,918+73.4% |