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 | $68,161 | $86,929-21.6% | $102,423-33.5% | $80,856-15.7% |
| Participation rate | 57.8% | 72.4%-14.6pp | 76.5%-18.7pp | 67.6%-9.9pp |
| Annual return | 12.77% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,354 | $2,369+41.6% | $3,023+10.9% | $2,755+21.7% |
| Participant deferral / active EE | $5,778 | $4,118+40.3% | $5,053+14.3% | $4,296+34.5% |
| Admin fee / account holder | $33,123 | $8,049+311.5% | $9,451+250.5% | $6,918+378.8% |