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 | $127,163 | $80,717+57.5% | $154,803-17.9% | $84,808+49.9% |
| Participation rate | 66.0% | 66.8%-0.8pp | 78.1%-12.0pp | 68.3%-2.3pp |
| Annual return | 15.92% | 37.96%-22.0pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,946 | $2,761+42.9% | $4,305-8.3% | $2,631+50.0% |
| Participant deferral / active EE | $4,828 | $3,303+46.2% | $5,540-12.9% | $4,212+14.6% |
| Admin fee / account holder | $3,260 | $6,746-51.7% | $14,329-77.2% | $7,344-55.6% |