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 | $138,579 | $86,929+59.4% | $102,423+35.3% | $80,856+71.4% |
| Participation rate | 44.2% | 72.4%-28.2pp | 76.5%-32.3pp | 67.6%-23.5pp |
| Annual return | 17.81% | 18.88%-1.1pp | 29.32%-11.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,330 | $2,369-43.9% | $3,023-56.0% | $2,755-51.7% |
| Participant deferral / active EE | $4,719 | $4,118+14.6% | $5,053-6.6% | $4,296+9.9% |
| Admin fee / account holder | $5,963 | $8,049-25.9% | $9,451-36.9% | $6,918-13.8% |