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 | $66,139 | $65,561+0.9% | $86,188-23.3% | $75,163-12.0% |
| Participation rate | 54.5% | 60.5%-5.9pp | 69.0%-14.4pp | 67.2%-12.6pp |
| Annual return | 18.61% | 46.05%-27.4pp | 1168.45%-1149.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,118 | $1,553+36.4% | $2,380-11.0% | $2,670-20.7% |
| Participant deferral / active EE | $3,813 | $3,024+26.1% | $3,985-4.3% | $4,125-7.6% |
| Admin fee / account holder | $542 | $5,474-90.1% | $6,852-92.1% | $5,651-90.4% |