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 | $72,132 | $65,561+10.0% | $86,188-16.3% | $75,163-4.0% |
| Participation rate | 65.9% | 60.5%+5.4pp | 69.0%-3.0pp | 67.2%-1.3pp |
| Annual return | 17.07% | 46.05%-29.0pp | 1168.45%-1151.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,077 | $1,553+98.2% | $2,380+29.3% | $2,670+15.3% |
| Participant deferral / active EE | $2,432 | $3,024-19.6% | $3,985-39.0% | $4,125-41.0% |
| Admin fee / account holder | $1,421 | $5,474-74.0% | $6,852-79.3% | $5,651-74.8% |