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 | $106,484 | $71,050+49.9% | $93,606+13.8% | $80,856+31.7% |
| Participation rate | 41.2% | 60.4%-19.2pp | 68.7%-27.5pp | 67.6%-26.5pp |
| Annual return | 15.67% | 11.26%+4.4pp | 133.20%-117.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,812 | $1,564+15.9% | $2,420-25.1% | $2,755-34.2% |
| Participant deferral / active EE | $3,472 | $4,034-13.9% | $4,411-21.3% | $4,296-19.2% |
| Admin fee / account holder | $3,408 | $6,945-50.9% | $8,285-58.9% | $6,918-50.7% |