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 | $93,401 | $58,512+59.6% | $84,015+11.2% | $72,985+28.0% |
| Participation rate | 63.8% | 61.2%+2.5pp | 69.0%-5.2pp | 69.5%-5.7pp |
| Annual return | 23.08% | 28.93%-5.8pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $892 | $1,163-23.3% | $1,983-55.0% | $2,440-63.4% |
| Participant deferral / active EE | $4,998 | $2,394+108.8% | $3,239+54.3% | $3,607+38.6% |
| Admin fee / account holder | $3,057 | $4,569-33.1% | $6,101-49.9% | $5,124-40.4% |