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 | $70,697 | $65,561+7.8% | $86,188-18.0% | $75,163-5.9% |
| Participation rate | 69.2% | 60.5%+8.7pp | 69.0%+0.3pp | 67.2%+2.0pp |
| Annual return | 16.10% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.5pp |
| Employer contribution / active EE | $508 | $1,553-67.3% | $2,380-78.7% | $2,670-81.0% |
| Participant deferral / active EE | $4,045 | $3,024+33.8% | $3,985+1.5% | $4,125-1.9% |
| Admin fee / account holder | $9,757 | $5,474+78.2% | $6,852+42.4% | $5,651+72.7% |