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 | $74,469 | $49,173+51.4% | $121,098-38.5% | $75,163-0.9% |
| Participation rate | 64.6% | 55.4%+9.2pp | 69.5%-4.9pp | 67.2%-2.6pp |
| Annual return | 19.25% | 55.99%-36.7pp | 985.75%-966.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,980 | $1,546+92.8% | $4,164-28.4% | $2,670+11.6% |
| Participant deferral / active EE | $4,412 | $2,628+67.9% | $4,080+8.1% | $4,125+7.0% |
| Admin fee / account holder | $4,885 | $3,942+23.9% | $5,644-13.5% | $5,651-13.6% |