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 | $79,008 | $54,573+44.8% | $90,951-13.1% | $73,488+7.5% |
| Participation rate | 63.5% | 61.2%+2.3pp | 69.0%-5.5pp | 70.7%-7.2pp |
| Annual return | 13.67% | 16.69%-3.0pp | 134.60%-120.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,689 | $991+70.4% | $2,122-20.4% | $2,270-25.6% |
| Participant deferral / active EE | $2,870 | $2,517+14.0% | $3,373-14.9% | $3,740-23.3% |
| Admin fee / account holder | $2,500 | $521+379.5% | $5,959-58.0% | $513+387.3% |