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 | $140,986 | $74,927+88.2% | $101,794+38.5% | $84,808+66.2% |
| Participation rate | 45.6% | 61.4%-15.8pp | 69.2%-23.6pp | 68.3%-22.7pp |
| Annual return | 12.73% | 18.70%-6.0pp | 30.53%-17.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $889 | $1,522-41.6% | $2,289-61.2% | $2,631-66.2% |
| Participant deferral / active EE | $3,311 | $3,099+6.8% | $4,084-18.9% | $4,212-21.4% |
| Admin fee / account holder | $6,891 | $6,514+5.8% | $8,777-21.5% | $7,344-6.2% |