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 | $78,523 | $65,561+19.8% | $86,188-8.9% | $75,163+4.5% |
| Participation rate | 57.6% | 60.5%-2.9pp | 69.0%-11.4pp | 67.2%-9.6pp |
| Annual return | 13.77% | 46.05%-32.3pp | 1168.45%-1154.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,564 | $1,553+0.7% | $2,380-34.3% | $2,670-41.4% |
| Participant deferral / active EE | $4,164 | $3,024+37.7% | $3,985+4.5% | $4,125+0.9% |
| Admin fee / account holder | $5,692 | $5,474+4.0% | $6,852-16.9% | $5,651+0.7% |