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 | $91,353 | $65,561+39.3% | $86,188+6.0% | $75,163+21.5% |
| Participation rate | 68.5% | 60.5%+8.0pp | 69.0%-0.5pp | 67.2%+1.3pp |
| Annual return | 14.97% | 46.05%-31.1pp | 1168.45%-1153.5pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,624 | $1,553+4.6% | $2,380-31.8% | $2,670-39.2% |
| Participant deferral / active EE | $4,417 | $3,024+46.1% | $3,985+10.8% | $4,125+7.1% |
| Admin fee / account holder | $1,397 | $5,474-74.5% | $6,852-79.6% | $5,651-75.3% |