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 | $107,005 | $69,454+54.1% | $180,183-40.6% | $74,304+44.0% |
| Participation rate | 56.3% | 61.8%-5.5pp | 77.4%-21.1pp | 60.3%-4.1pp |
| Annual return | 22.63% | 25.86%-3.2pp | 27.86%-5.2pp | 29.43%-6.8pp |
| Employer contribution / active EE | $3,022 | $3,155-4.2% | $5,039-40.0% | $2,241+34.8% |
| Participant deferral / active EE | $4,565 | $4,662-2.1% | $6,822-33.1% | $3,767+21.2% |
| Admin fee / account holder | $5,202 | $3,036+71.3% | $19,975-74.0% | $2,969+75.2% |