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 | $148,056 | $86,922+70.3% | $102,438+44.5% | $80,874+83.1% |
| Participation rate | 41.0% | 72.4%-31.4pp | 76.5%-35.5pp | 67.6%-26.6pp |
| Annual return | 15.11% | 18.90%-3.8pp | 29.37%-14.3pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,468 | $2,369+4.2% | $3,024-18.4% | $2,756-10.4% |
| Participant deferral / active EE | $5,053 | $4,119+22.7% | $5,0540% | $4,297+17.6% |
| Admin fee / account holder | $2,714 | $8,050-66.3% | $9,448-71.3% | $6,935-60.9% |