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 | $114,467 | $86,922+31.7% | $102,438+11.7% | $80,874+41.5% |
| Participation rate | 67.1% | 72.4%-5.3pp | 76.5%-9.4pp | 67.6%-0.6pp |
| Annual return | 13.49% | 18.90%-5.4pp | 29.37%-15.9pp | 35.62%-22.1pp |
| Employer contribution / active EE | $3,132 | $2,369+32.2% | $3,024+3.6% | $2,756+13.6% |
| Participant deferral / active EE | $4,135 | $4,119+0.4% | $5,054-18.2% | $4,297-3.8% |
| Admin fee / account holder | $15,570 | $8,050+93.4% | $9,448+64.8% | $6,935+124.5% |