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 | $101,819 | $90,503+12.5% | $78,689+29.4% | $273,961-62.8% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 9.65% | 75.60%-66.0pp | 62.18%-52.5pp | 41.45%-31.8pp |
| Employer contribution / active EE | $8,990 | $3,176+183.1% | $2,851+215.4% | $4,869+84.7% |
| Participant deferral / active EE | $2,369 | $3,901-39.3% | $3,517-32.7% | $5,287-55.2% |
| Admin fee / account holder | $1,754 | $5,263-66.7% | $4,510-61.1% | $10,132-82.7% |