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 | $109,495 | $86,929+26.0% | $102,423+6.9% | $80,856+35.4% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.8pp | 67.6%0pp |
| Annual return | 13.43% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,714 | $2,369-27.7% | $3,023-43.3% | $2,755-37.8% |
| Participant deferral / active EE | $3,537 | $4,118-14.1% | $5,053-30.0% | $4,296-17.7% |
| Admin fee / account holder | $12,684 | $8,049+57.6% | $9,451+34.2% | $6,918+83.3% |