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 | $80,610 | $65,561+23.0% | $86,188-6.5% | $75,163+7.2% |
| Participation rate | 52.0% | 60.5%-8.5pp | 69.0%-17.0pp | 67.2%-15.2pp |
| Annual return | 14.91% | 46.05%-31.1pp | 1168.45%-1153.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,431 | $1,553-7.8% | $2,380-39.9% | $2,670-46.4% |
| Participant deferral / active EE | $4,755 | $3,024+57.3% | $3,985+19.3% | $4,125+15.3% |
| Admin fee / account holder | $9,111 | $5,474+66.4% | $6,852+33.0% | $5,651+61.2% |