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 | $159,412 | $86,929+83.4% | $102,423+55.6% | $80,856+97.2% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.6%-9.0pp |
| Annual return | 13.30% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,531 | $2,369+49.0% | $3,023+16.8% | $2,755+28.2% |
| Participant deferral / active EE | $4,021 | $4,118-2.4% | $5,053-20.4% | $4,296-6.4% |
| Admin fee / account holder | $3,518 | $8,049-56.3% | $9,451-62.8% | $6,918-49.2% |