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 | $126,507 | $70,428+79.6% | $96,562+31.0% | $85,850+47.4% |
| Participation rate | 55.6% | 61.8%-6.3pp | 69.8%-14.3pp | 69.3%-13.8pp |
| Annual return | 14.44% | 18.59%-4.2pp | 37.78%-23.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,451 | $1,413+2.7% | $2,356-38.4% | $2,565-43.4% |
| Participant deferral / active EE | $2,310 | $2,894-20.2% | $3,849-40.0% | $3,952-41.5% |
| Admin fee / account holder | $2,697 | $4,997-46.0% | $6,181-56.4% | $6,260-56.9% |