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 | $113,245 | $78,422+44.4% | $95,952+18.0% | $79,858+41.8% |
| Participation rate | 60.6% | 73.5%-12.8pp | 77.1%-16.4pp | 69.6%-9.0pp |
| Annual return | 10.56% | 19.37%-8.8pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,184 | $1,945-39.1% | $2,541-53.4% | $2,471-52.1% |
| Participant deferral / active EE | $3,026 | $3,440-12.0% | $4,167-27.4% | $3,740-19.1% |
| Admin fee / account holder | $6,170 | $5,622+9.8% | $6,795-9.2% | $5,306+16.3% |