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 | $132,957 | $86,929+52.9% | $102,423+29.8% | $80,856+64.4% |
| Participation rate | 55.7% | 72.4%-16.7pp | 76.5%-20.8pp | 67.6%-11.9pp |
| Annual return | 11.63% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,231 | $2,369-5.8% | $3,023-26.2% | $2,755-19.0% |
| Participant deferral / active EE | $3,160 | $4,118-23.3% | $5,053-37.5% | $4,296-26.4% |
| Admin fee / account holder | $13,676 | $8,049+69.9% | $9,451+44.7% | $6,918+97.7% |