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 | $118,277 | $60,022+97.1% | $88,946+33.0% | $84,808+39.5% |
| Participation rate | 5.7% | 57.8%-52.2pp | 68.8%-63.2pp | 68.3%-62.7pp |
| Annual return | 14.89% | 22.43%-7.5pp | 57.82%-42.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,917 | $1,703+12.6% | $2,555-25.0% | $2,631-27.1% |
| Participant deferral / active EE | $2,126 | $3,114-31.7% | $4,581-53.6% | $4,212-49.5% |
| Admin fee / account holder | $7,248 | $4,811+50.6% | $8,261-12.3% | $7,344-1.3% |