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 | $70,162 | $65,561+7.0% | $86,188-18.6% | $75,163-6.7% |
| Participation rate | 65.7% | 60.5%+5.2pp | 69.0%-3.2pp | 67.2%-1.5pp |
| Annual return | 16.65% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $812 | $1,553-47.7% | $2,380-65.9% | $2,670-69.6% |
| Participant deferral / active EE | $3,360 | $3,024+11.1% | $3,985-15.7% | $4,125-18.5% |
| Admin fee / account holder | $706 | $5,474-87.1% | $6,852-89.7% | $5,651-87.5% |