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 | $82,501 | $41,854+97.1% | $73,843+11.7% | $52,331+57.7% |
| Participation rate | 67.0% | 66.2%+0.8pp | 73.4%-6.4pp | 68.1%-1.1pp |
| Annual return | 6.92% | 2.11%+4.8pp | 2267.84%-2260.9pp | 4.54%+2.4pp |
| Employer contribution / active EE | $1,508 | $1,920-21.5% | $2,787-45.9% | $1,882-19.9% |
| Participant deferral / active EE | $2,648 | $2,498+6.0% | $3,583-26.1% | $3,022-12.4% |
| Admin fee / account holder | $2,024 | $493+310.8% | $4,880-58.5% | $592+242.1% |