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 | $118,697 | $58,512+102.9% | $84,015+41.3% | $72,985+62.6% |
| Participation rate | 56.7% | 61.2%-4.6pp | 69.0%-12.3pp | 69.5%-12.8pp |
| Annual return | 25.38% | 28.93%-3.5pp | 71.31%-45.9pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,119 | $1,163-3.7% | $1,983-43.6% | $2,440-54.1% |
| Participant deferral / active EE | $2,696 | $2,394+12.6% | $3,239-16.7% | $3,607-25.3% |
| Admin fee / account holder | $20,702 | $4,569+353.1% | $6,101+239.3% | $5,124+304.0% |