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 9-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 | $78,632 | $45,312+73.5% | $86,233-8.8% | $67,986+15.7% |
| Participation rate | 42.9% | 42.4%+0.4pp | 69.0%-26.2pp | 57.2%-14.4pp |
| Annual return | 31.20% | 24.79%+6.4pp | 61.39%-30.2pp | 31.67%-0.5pp |
| Employer contribution / active EE | $1,658 | $1,160+43.0% | $2,504-33.8% | $2,019-17.8% |
| Participant deferral / active EE | $2,996 | $2,185+37.2% | $4,559-34.3% | $3,358-10.8% |
| Admin fee / account holder | $3,831 | $3,295+16.3% | $8,342-54.1% | $3,203+19.6% |