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 | $120,155 | $104,974+14.5% | $95,585+25.7% | $142,382-15.6% |
| Participation rate | 41.2% | 75.0%-33.8pp | 72.1%-30.9pp | 80.1%-38.9pp |
| Annual return | 13.63% | 210.33%-196.7pp | 38.56%-24.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $613 | $2,779-77.9% | $2,527-75.7% | $4,299-85.7% |
| Participant deferral / active EE | $2,644 | $4,352-39.3% | $4,023-34.3% | $6,507-59.4% |
| Admin fee / account holder | $5,156 | $6,386-19.3% | $6,127-15.9% | $12,624-59.2% |