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 | $119,525 | $82,882+44.2% | $127,761-6.4% | $72,985+63.8% |
| Participation rate | 65.5% | 71.5%-6.1pp | 79.0%-13.5pp | 69.5%-4.0pp |
| Annual return | 23.75% | 32.20%-8.5pp | 26.14%-2.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,423 | $3,346+2.3% | $4,574-25.2% | $2,440+40.3% |
| Participant deferral / active EE | $10,105 | $4,791+110.9% | $6,021+67.8% | $3,607+180.1% |
| Admin fee / account holder | $16,658 | $6,487+156.8% | $9,395+77.3% | $5,124+225.1% |