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 | $201,892 | $86,929+132.2% | $102,423+97.1% | $80,856+149.7% |
| Participation rate | 51.7% | 72.4%-20.7pp | 76.5%-24.8pp | 67.6%-15.9pp |
| Annual return | 12.28% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,432 | $2,369-39.6% | $3,023-52.6% | $2,755-48.0% |
| Participant deferral / active EE | $3,697 | $4,118-10.2% | $5,053-26.8% | $4,296-13.9% |
| Admin fee / account holder | $1,567 | $8,049-80.5% | $9,451-83.4% | $6,918-77.3% |