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 | $94,820 | $65,561+44.6% | $86,188+10.0% | $75,163+26.2% |
| Participation rate | 58.6% | 60.5%-1.9pp | 69.0%-10.3pp | 67.2%-8.6pp |
| Annual return | 20.13% | 46.05%-25.9pp | 1168.45%-1148.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $2,511 | $1,553+61.7% | $2,380+5.5% | $2,670-6.0% |
| Participant deferral / active EE | $4,686 | $3,024+55.0% | $3,985+17.6% | $4,125+13.6% |
| Admin fee / account holder | $454 | $5,474-91.7% | $6,852-93.4% | $5,651-92.0% |