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 | $111,919 | $86,929+28.7% | $102,423+9.3% | $80,856+38.4% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.6%-5.1pp |
| Annual return | 12.04% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,767 | $2,369-25.4% | $3,023-41.6% | $2,755-35.9% |
| Participant deferral / active EE | $3,143 | $4,118-23.7% | $5,053-37.8% | $4,296-26.8% |
| Admin fee / account holder | $4,098 | $8,049-49.1% | $9,451-56.6% | $6,918-40.8% |