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 | $99,363 | $65,041+52.8% | $90,951+9.2% | $79,858+24.4% |
| Participation rate | 56.6% | 61.6%-5.0pp | 69.0%-12.4pp | 69.6%-13.0pp |
| Annual return | 16.01% | 30.45%-14.4pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $959 | $1,247-23.1% | $2,122-54.8% | $2,471-61.2% |
| Participant deferral / active EE | $3,757 | $2,512+49.6% | $3,373+11.4% | $3,740+0.5% |
| Admin fee / account holder | $2,165 | $4,536-52.3% | $5,959-63.7% | $5,306-59.2% |