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 | $109,517 | $66,098+65.7% | $101,794+7.6% | $74,304+47.4% |
| Participation rate | 57.6% | 53.8%+3.9pp | 69.2%-11.5pp | 60.3%-2.7pp |
| Annual return | 12.98% | 19.59%-6.6pp | 30.53%-17.5pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,414 | $1,082+30.7% | $2,289-38.2% | $2,241-36.9% |
| Participant deferral / active EE | $2,789 | $2,781+0.3% | $4,084-31.7% | $3,767-26.0% |
| Admin fee / account holder | $3,484 | $4,146-16.0% | $8,777-60.3% | $2,969+17.3% |