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 | $71,622 | $65,561+9.2% | $86,188-16.9% | $75,163-4.7% |
| Participation rate | 47.6% | 60.5%-12.9pp | 69.0%-21.3pp | 67.2%-19.6pp |
| Annual return | 18.20% | 46.05%-27.9pp | 1168.45%-1150.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $841 | $1,553-45.8% | $2,380-64.7% | $2,670-68.5% |
| Participant deferral / active EE | $3,748 | $3,024+24.0% | $3,985-6.0% | $4,125-9.1% |
| Admin fee / account holder | $8,361 | $5,474+52.7% | $6,852+22.0% | $5,651+48.0% |