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 | $94,728 | $79,184+19.6% | $102,438-7.5% | $74,546+27.1% |
| Participation rate | 51.9% | 74.8%-22.9pp | 76.5%-24.6pp | 67.2%-15.4pp |
| Annual return | 13.69% | 54.95%-41.3pp | 29.37%-15.7pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $2,184 | $2,362-7.5% | $3,024-27.8% | $2,624-16.8% |
| Participant deferral / active EE | $5,058 | $4,414+14.6% | $5,054+0.1% | $4,347+16.3% |
| Admin fee / account holder | $2,433 | $2,001+21.6% | $9,448-74.2% | $1,944+25.2% |