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 | $136,943 | $66,098+107.2% | $101,794+34.5% | $74,304+84.3% |
| Participation rate | 61.3% | 53.8%+7.5pp | 69.2%-7.9pp | 60.3%+0.9pp |
| Annual return | 14.06% | 19.59%-5.5pp | 30.53%-16.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,190 | $1,082+10.1% | $2,289-48.0% | $2,241-46.9% |
| Participant deferral / active EE | $3,597 | $2,781+29.3% | $4,084-11.9% | $3,767-4.5% |
| Admin fee / account holder | $33,758 | $4,146+714.3% | $8,777+284.6% | $2,969+1037.1% |