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 | $143,865 | $81,460+76.6% | $103,333+39.2% | $80,856+77.9% |
| Participation rate | 58.2% | 66.8%-8.6pp | 74.5%-16.3pp | 67.6%-9.4pp |
| Annual return | 13.58% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,258 | $3,105-59.5% | $3,868-67.5% | $2,755-54.3% |
| Participant deferral / active EE | $3,460 | $3,869-10.6% | $5,057-31.6% | $4,296-19.5% |
| Admin fee / account holder | $23,443 | $6,566+257.0% | $8,355+180.6% | $6,918+238.9% |