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 | $67,105 | $65,561+2.4% | $86,188-22.1% | $75,163-10.7% |
| Participation rate | 59.0% | 60.5%-1.5pp | 69.0%-10.0pp | 67.2%-8.2pp |
| Annual return | 16.17% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,516 | $1,553-2.4% | $2,380-36.3% | $2,670-43.2% |
| Participant deferral / active EE | $3,403 | $3,024+12.5% | $3,985-14.6% | $4,125-17.5% |
| Admin fee / account holder | $7,220 | $5,474+31.9% | $6,852+5.4% | $5,651+27.8% |