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 | $98,875 | $57,828+71.0% | $117,039-15.5% | $70,131+41.0% |
| Participation rate | 54.8% | 67.1%-12.3pp | 77.2%-22.3pp | 69.5%-14.7pp |
| Annual return | 21.75% | 17.55%+4.2pp | 18.95%+2.8pp | 73.14%-51.4pp |
| Employer contribution / active EE | $980 | $1,816-46.0% | $3,785-74.1% | $2,342-58.2% |
| Participant deferral / active EE | $2,922 | $2,438+19.9% | $3,929-25.6% | $3,332-12.3% |
| Admin fee / account holder | $2,744 | $3,548-22.7% | $5,974-54.1% | $4,645-40.9% |