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 | $124,249 | $86,929+42.9% | $102,423+21.3% | $80,856+53.7% |
| Participation rate | 56.1% | 72.4%-16.2pp | 76.5%-20.3pp | 67.6%-11.5pp |
| Annual return | 12.96% | 18.88%-5.9pp | 29.32%-16.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,228 | $2,369-48.2% | $3,023-59.4% | $2,755-55.4% |
| Participant deferral / active EE | $4,742 | $4,118+15.1% | $5,053-6.2% | $4,296+10.4% |
| Admin fee / account holder | $1,862 | $8,049-76.9% | $9,451-80.3% | $6,918-73.1% |