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 | $111,964 | $65,041+72.1% | $90,951+23.1% | $79,858+40.2% |
| Participation rate | 48.8% | 61.6%-12.8pp | 69.0%-20.2pp | 69.6%-20.9pp |
| Annual return | 18.06% | 30.45%-12.4pp | 134.60%-116.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $471 | $1,247-62.3% | $2,122-77.8% | $2,471-81.0% |
| Participant deferral / active EE | $3,008 | $2,512+19.8% | $3,373-10.8% | $3,740-19.6% |
| Admin fee / account holder | $3,829 | $4,536-15.6% | $5,959-35.7% | $5,306-27.8% |