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 | $90,400 | $65,561+37.9% | $86,188+4.9% | $75,163+20.3% |
| Participation rate | 44.6% | 60.5%-15.8pp | 69.0%-24.3pp | 67.2%-22.5pp |
| Annual return | 17.62% | 46.05%-28.4pp | 1168.45%-1150.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $845 | $1,553-45.6% | $2,380-64.5% | $2,670-68.3% |
| Participant deferral / active EE | $1,940 | $3,024-35.9% | $3,985-51.3% | $4,125-53.0% |
| Admin fee / account holder | $742 | $5,474-86.4% | $6,852-89.2% | $5,651-86.9% |