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 | $74,540 | $65,561+13.7% | $86,188-13.5% | $75,163-0.8% |
| Participation rate | 67.3% | 60.5%+6.8pp | 69.0%-1.7pp | 67.2%+0.1pp |
| Annual return | 17.71% | 46.05%-28.3pp | 1168.45%-1150.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $685 | $1,553-55.9% | $2,380-71.2% | $2,670-74.3% |
| Participant deferral / active EE | $1,615 | $3,024-46.6% | $3,985-59.5% | $4,125-60.8% |
| Admin fee / account holder | $7,999 | $5,474+46.1% | $6,852+16.7% | $5,651+41.5% |