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 | $115,223 | $80,717+42.7% | $154,803-25.6% | $84,808+35.9% |
| Participation rate | 45.2% | 66.8%-21.6pp | 78.1%-32.9pp | 68.3%-23.1pp |
| Annual return | 17.39% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,424 | $2,761-48.4% | $4,305-66.9% | $2,631-45.9% |
| Participant deferral / active EE | $3,447 | $3,303+4.4% | $5,540-37.8% | $4,212-18.1% |
| Admin fee / account holder | $320 | $6,746-95.3% | $14,329-97.8% | $7,344-95.6% |