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 8-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 | $84,763 | $65,561+29.3% | $86,188-1.7% | $75,163+12.8% |
| Participation rate | 66.1% | 60.5%+5.6pp | 69.0%-2.9pp | 67.2%-1.1pp |
| Annual return | 12.98% | 46.05%-33.1pp | 1168.45%-1155.5pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,752 | $1,553+12.8% | $2,380-26.4% | $2,670-34.4% |
| Participant deferral / active EE | $5,543 | $3,024+83.3% | $3,985+39.1% | $4,125+34.4% |
| Admin fee / account holder | $1,648 | $5,474-69.9% | $6,852-75.9% | $5,651-70.8% |