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 | $90,747 | $65,561+38.4% | $86,188+5.3% | $75,163+20.7% |
| Participation rate | 58.3% | 60.5%-2.2pp | 69.0%-10.6pp | 67.2%-8.9pp |
| Annual return | 14.09% | 46.05%-32.0pp | 1168.45%-1154.4pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,126 | $1,553-27.4% | $2,380-52.7% | $2,670-57.8% |
| Participant deferral / active EE | $4,412 | $3,024+45.9% | $3,985+10.7% | $4,125+7.0% |
| Admin fee / account holder | $4,605 | $5,474-15.9% | $6,852-32.8% | $5,651-18.5% |