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 | $74,273 | $65,561+13.3% | $86,188-13.8% | $75,163-1.2% |
| Participation rate | 38.6% | 60.5%-21.9pp | 69.0%-30.3pp | 67.2%-28.6pp |
| Annual return | 13.82% | 46.05%-32.2pp | 1168.45%-1154.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,771 | $1,553+14.1% | $2,380-25.6% | $2,670-33.7% |
| Participant deferral / active EE | $2,853 | $3,024-5.7% | $3,985-28.4% | $4,125-30.8% |
| Admin fee / account holder | $4,538 | $5,474-17.1% | $6,852-33.8% | $5,651-19.7% |