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 | $96,363 | $49,227+95.8% | $70,449+36.8% | $79,858+20.7% |
| Participation rate | 64.4% | 69.2%-4.8pp | 75.1%-10.6pp | 69.6%-5.2pp |
| Annual return | 14.21% | 30.06%-15.9pp | 109.03%-94.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,177 | $2,099+51.3% | $2,737+16.1% | $2,471+28.6% |
| Participant deferral / active EE | $4,276 | $2,768+54.5% | $3,709+15.3% | $3,740+14.3% |
| Admin fee / account holder | $9,287 | $2,878+222.7% | $3,845+141.5% | $5,306+75.0% |