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 | $75,561 | $59,417+27.2% | $93,606-19.3% | $74,495+1.4% |
| Participation rate | 58.9% | 59.7%-0.7pp | 68.7%-9.8pp | 67.2%-8.3pp |
| Annual return | 16.70% | 81.83%-65.1pp | 133.20%-116.5pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,585 | $1,264+25.5% | $2,420-34.5% | $2,623-39.6% |
| Participant deferral / active EE | $2,873 | $3,050-5.8% | $4,411-34.9% | $4,346-33.9% |
| Admin fee / account holder | $4,935 | $3,021+63.3% | $8,285-40.4% | $1,942+154.1% |