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 | $155,419 | $86,929+78.8% | $102,423+51.7% | $80,856+92.2% |
| Participation rate | 58.8% | 72.4%-13.6pp | 76.5%-17.7pp | 67.6%-8.8pp |
| Annual return | 21.41% | 18.88%+2.5pp | 29.32%-7.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,604 | $2,369-32.3% | $3,023-47.0% | $2,755-41.8% |
| Participant deferral / active EE | $4,585 | $4,118+11.3% | $5,053-9.3% | $4,296+6.7% |
| Admin fee / account holder | $9,757 | $8,049+21.2% | $9,451+3.2% | $6,918+41.0% |