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 | $77,366 | $57,281+35.1% | $86,612-10.7% | $75,163+2.9% |
| Participation rate | 64.3% | 63.2%+1.1pp | 71.7%-7.4pp | 67.2%-2.9pp |
| Annual return | 19.29% | 2670.75%-2651.5pp | 591.07%-571.8pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,231 | $2,314-46.8% | $3,022-59.3% | $2,670-53.9% |
| Participant deferral / active EE | $3,082 | $3,318-7.1% | $4,438-30.5% | $4,125-25.3% |
| Admin fee / account holder | $553 | $4,112-86.6% | $5,614-90.2% | $5,651-90.2% |