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 | $182,199 | $86,929+109.6% | $102,423+77.9% | $80,856+125.3% |
| Participation rate | 61.9% | 72.4%-10.5pp | 76.5%-14.6pp | 67.6%-5.7pp |
| Annual return | 15.59% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,108 | $2,369-11.0% | $3,023-30.3% | $2,755-23.5% |
| Participant deferral / active EE | $4,664 | $4,118+13.2% | $5,053-7.7% | $4,296+8.6% |
| Admin fee / account holder | $18,908 | $8,049+134.9% | $9,451+100.1% | $6,918+173.3% |