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 | $98,995 | $60,892+62.6% | $82,389+20.2% | $84,808+16.7% |
| Participation rate | 42.1% | 63.3%-21.2pp | 69.5%-27.4pp | 68.3%-26.2pp |
| Annual return | 17.32% | 37.29%-20.0pp | 28.67%-11.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,126 | $1,779+19.5% | $2,517-15.5% | $2,631-19.2% |
| Participant deferral / active EE | $4,526 | $3,179+42.4% | $4,155+8.9% | $4,212+7.5% |
| Admin fee / account holder | $3,715 | $5,467-32.0% | $7,231-48.6% | $7,344-49.4% |