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 | $81,103 | $46,869+73.0% | $122,332-33.7% | $70,131+15.6% |
| Participation rate | 65.3% | 58.2%+7.1pp | 71.6%-6.3pp | 69.5%-4.2pp |
| Annual return | 17.95% | 24.22%-6.3pp | 30.27%-12.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,776 | $1,288+37.9% | $4,050-56.2% | $2,342-24.2% |
| Participant deferral / active EE | $3,716 | $2,166+71.5% | $3,287+13.1% | $3,332+11.5% |
| Admin fee / account holder | $7,006 | $3,322+110.9% | $5,478+27.9% | $4,645+50.8% |