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 | $201,407 | $86,929+131.7% | $102,423+96.6% | $80,856+149.1% |
| Participation rate | 36.8% | 72.4%-35.5pp | 76.5%-39.6pp | 67.6%-30.8pp |
| Annual return | 25.63% | 18.88%+6.7pp | 29.32%-3.7pp | 35.59%-10.0pp |
| Employer contribution / active EE | $1,540 | $2,369-35.0% | $3,023-49.1% | $2,755-44.1% |
| Participant deferral / active EE | $3,603 | $4,118-12.5% | $5,053-28.7% | $4,296-16.1% |
| Admin fee / account holder | $9,262 | $8,049+15.1% | $9,451-2.0% | $6,918+33.9% |