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 | $72,288 | $65,561+10.3% | $86,188-16.1% | $75,163-3.8% |
| Participation rate | 65.9% | 60.5%+5.4pp | 69.0%-3.1pp | 67.2%-1.3pp |
| Annual return | 21.25% | 46.05%-24.8pp | 1168.45%-1147.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,406 | $1,553-9.4% | $2,380-40.9% | $2,670-47.3% |
| Participant deferral / active EE | $3,289 | $3,024+8.8% | $3,985-17.5% | $4,125-20.3% |
| Admin fee / account holder | $2,280 | $5,474-58.3% | $6,852-66.7% | $5,651-59.7% |