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 | $115,497 | $86,929+32.9% | $102,423+12.8% | $80,856+42.8% |
| Participation rate | 69.1% | 72.4%-3.3pp | 76.5%-7.4pp | 67.6%+1.5pp |
| Annual return | 13.02% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,248 | $2,369-5.1% | $3,023-25.7% | $2,755-18.4% |
| Participant deferral / active EE | $5,304 | $4,118+28.8% | $5,053+5.0% | $4,296+23.5% |
| Admin fee / account holder | $15,853 | $8,049+97.0% | $9,451+67.7% | $6,918+129.2% |