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 | $71,605 | $65,561+9.2% | $86,188-16.9% | $75,163-4.7% |
| Participation rate | 60.7% | 60.5%+0.2pp | 69.0%-8.2pp | 67.2%-6.5pp |
| Annual return | 14.65% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,276 | $1,553-17.8% | $2,380-46.4% | $2,670-52.2% |
| Participant deferral / active EE | $3,715 | $3,024+22.9% | $3,985-6.8% | $4,125-9.9% |
| Admin fee / account holder | $27,075 | $5,474+394.6% | $6,852+295.2% | $5,651+379.1% |