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 | $123,372 | $86,929+41.9% | $102,423+20.5% | $80,856+52.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 10.66% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,163 | $2,369-50.9% | $3,023-61.5% | $2,755-57.8% |
| Participant deferral / active EE | $4,696 | $4,118+14.0% | $5,053-7.1% | $4,296+9.3% |
| Admin fee / account holder | $26,285 | $8,049+226.6% | $9,451+178.1% | $6,918+279.9% |