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 | $109,464 | $71,050+54.1% | $93,606+16.9% | $80,856+35.4% |
| Participation rate | 56.3% | 60.4%-4.2pp | 68.7%-12.5pp | 67.6%-11.4pp |
| Annual return | 27.29% | 11.26%+16.0pp | 133.20%-105.9pp | 35.59%-8.3pp |
| Employer contribution / active EE | $1,725 | $1,564+10.3% | $2,420-28.7% | $2,755-37.4% |
| Participant deferral / active EE | $4,734 | $4,034+17.4% | $4,411+7.3% | $4,296+10.2% |
| Admin fee / account holder | $5,119 | $6,945-26.3% | $8,285-38.2% | $6,918-26.0% |