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 | $103,190 | $65,561+57.4% | $86,188+19.7% | $75,163+37.3% |
| Participation rate | 67.7% | 60.5%+7.2pp | 69.0%-1.3pp | 67.2%+0.5pp |
| Annual return | 15.72% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,960 | $1,553+26.3% | $2,380-17.6% | $2,670-26.6% |
| Participant deferral / active EE | $3,482 | $3,024+15.2% | $3,985-12.6% | $4,125-15.6% |
| Admin fee / account holder | $15,799 | $5,474+188.6% | $6,852+130.6% | $5,651+179.6% |