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 | $82,418 | $57,281+43.9% | $86,612-4.8% | $75,163+9.7% |
| Participation rate | 66.0% | 63.2%+2.8pp | 71.7%-5.7pp | 67.2%-1.2pp |
| Annual return | 17.39% | 2670.75%-2653.4pp | 591.07%-573.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,536 | $2,314-33.6% | $3,022-49.2% | $2,670-42.5% |
| Participant deferral / active EE | $4,621 | $3,318+39.3% | $4,438+4.1% | $4,125+12.0% |
| Admin fee / account holder | $1,504 | $4,112-63.4% | $5,614-73.2% | $5,651-73.4% |