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 | $224,127 | $86,929+157.8% | $102,423+118.8% | $80,856+177.2% |
| Participation rate | 61.7% | 72.4%-10.6pp | 76.5%-14.8pp | 67.6%-5.9pp |
| Annual return | 19.47% | 18.88%+0.6pp | 29.32%-9.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,301 | $2,369-45.1% | $3,023-57.0% | $2,755-52.8% |
| Participant deferral / active EE | $3,580 | $4,118-13.1% | $5,053-29.1% | $4,296-16.7% |
| Admin fee / account holder | $22,172 | $8,049+175.5% | $9,451+134.6% | $6,918+220.5% |