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 | $79,661 | $65,561+21.5% | $86,188-7.6% | $75,163+6.0% |
| Participation rate | 46.3% | 60.5%-14.2pp | 69.0%-22.7pp | 67.2%-20.9pp |
| Annual return | 12.91% | 46.05%-33.1pp | 1168.45%-1155.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $538 | $1,553-65.3% | $2,380-77.4% | $2,670-79.8% |
| Participant deferral / active EE | $3,462 | $3,024+14.5% | $3,985-13.1% | $4,125-16.1% |
| Admin fee / account holder | $7,048 | $5,474+28.8% | $6,852+2.9% | $5,651+24.7% |