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 | $126,871 | $93,182+36.2% | $146,665-13.5% | $79,386+59.8% |
| Participation rate | 59.3% | 76.4%-17.2pp | 80.1%-20.8pp | 70.7%-11.4pp |
| Annual return | 13.71% | 21.61%-7.9pp | 22.74%-9.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $3,108 | $2,420+28.4% | $4,136-24.9% | $2,427+28.0% |
| Participant deferral / active EE | $4,233 | $4,169+1.5% | $5,506-23.1% | $4,046+4.6% |
| Admin fee / account holder | $816 | $585+39.4% | $10,280-92.1% | $626+30.2% |