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 | $96,753 | $65,561+47.6% | $86,188+12.3% | $75,163+28.7% |
| Participation rate | 59.6% | 60.5%-0.9pp | 69.0%-9.4pp | 67.2%-7.6pp |
| Annual return | 14.60% | 46.05%-31.5pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $716 | $1,553-53.9% | $2,380-69.9% | $2,670-73.2% |
| Participant deferral / active EE | $3,130 | $3,024+3.5% | $3,985-21.5% | $4,125-24.1% |
| Admin fee / account holder | $1,202 | $5,474-78.0% | $6,852-82.5% | $5,651-78.7% |