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 | $81,987 | $65,561+25.1% | $86,188-4.9% | $75,163+9.1% |
| Participation rate | 58.2% | 60.5%-2.3pp | 69.0%-10.8pp | 67.2%-9.0pp |
| Annual return | 14.62% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $618 | $1,553-60.2% | $2,380-74.1% | $2,670-76.9% |
| Participant deferral / active EE | $6,374 | $3,024+110.8% | $3,985+59.9% | $4,125+54.5% |
| Admin fee / account holder | $12,234 | $5,474+123.5% | $6,852+78.6% | $5,651+116.5% |