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 | $117,188 | $72,277+62.1% | $101,248+15.7% | $79,858+46.7% |
| Participation rate | 59.0% | 68.5%-9.5pp | 75.8%-16.8pp | 69.6%-10.7pp |
| Annual return | 30.94% | 22.30%+8.6pp | 46.47%-15.5pp | 31.71%-0.8pp |
| Employer contribution / active EE | $1,750 | $2,692-35.0% | $3,660-52.2% | $2,471-29.2% |
| Participant deferral / active EE | $2,928 | $3,282-10.8% | $4,370-33.0% | $3,740-21.7% |
| Admin fee / account holder | $20,513 | $4,400+366.2% | $5,945+245.0% | $5,306+286.6% |