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 | $112,729 | $81,460+38.4% | $103,333+9.1% | $80,856+39.4% |
| Participation rate | 56.1% | 66.8%-10.8pp | 74.5%-18.4pp | 67.6%-11.6pp |
| Annual return | 10.97% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,407 | $3,105-22.5% | $3,868-37.8% | $2,755-12.6% |
| Participant deferral / active EE | $4,876 | $3,869+26.0% | $5,057-3.6% | $4,296+13.5% |
| Admin fee / account holder | $8,732 | $6,566+33.0% | $8,355+4.5% | $6,918+26.2% |