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 | $241,076 | $86,929+177.3% | $102,423+135.4% | $80,856+198.2% |
| Participation rate | 39.6% | 72.4%-32.8pp | 76.5%-36.9pp | 67.6%-28.1pp |
| Annual return | 19.79% | 18.88%+0.9pp | 29.32%-9.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,848 | $2,369-22.0% | $3,023-38.9% | $2,755-32.9% |
| Participant deferral / active EE | $3,927 | $4,118-4.7% | $5,053-22.3% | $4,296-8.6% |
| Admin fee / account holder | $45,742 | $8,049+468.3% | $9,451+384.0% | $6,918+561.2% |