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 | $142,678 | $86,922+64.1% | $102,438+39.3% | $80,874+76.4% |
| Participation rate | 58.3% | 72.4%-14.0pp | 76.5%-18.2pp | 67.6%-9.3pp |
| Annual return | 17.05% | 18.90%-1.8pp | 29.37%-12.3pp | 35.62%-18.6pp |
| Employer contribution / active EE | $1,028 | $2,369-56.6% | $3,024-66.0% | $2,756-62.7% |
| Participant deferral / active EE | $5,147 | $4,119+25.0% | $5,054+1.8% | $4,297+19.8% |
| Admin fee / account holder | $15,923 | $8,050+97.8% | $9,448+68.5% | $6,935+129.6% |