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 | $121,223 | $86,929+39.5% | $102,423+18.4% | $80,856+49.9% |
| Participation rate | 37.3% | 72.4%-35.1pp | 76.5%-39.2pp | 67.6%-30.4pp |
| Annual return | 13.16% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,814 | $2,369-23.4% | $3,023-40.0% | $2,755-34.1% |
| Participant deferral / active EE | $4,718 | $4,118+14.6% | $5,053-6.6% | $4,296+9.8% |
| Admin fee / account holder | $2,351 | $8,049-70.8% | $9,451-75.1% | $6,918-66.0% |