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 | $65,812 | $65,561+0.4% | $86,188-23.6% | $75,163-12.4% |
| Participation rate | 54.7% | 60.5%-5.8pp | 69.0%-14.2pp | 67.2%-12.5pp |
| Annual return | 17.40% | 46.05%-28.7pp | 1168.45%-1151.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $586 | $1,553-62.2% | $2,380-75.4% | $2,670-78.0% |
| Participant deferral / active EE | $5,783 | $3,024+91.2% | $3,985+45.1% | $4,125+40.2% |
| Admin fee / account holder | $30,843 | $5,474+463.5% | $6,852+350.2% | $5,651+445.8% |