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 | $76,287 | $65,561+16.4% | $86,188-11.5% | $75,163+1.5% |
| Participation rate | 58.5% | 60.5%-2.0pp | 69.0%-10.5pp | 67.2%-8.7pp |
| Annual return | 14.64% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $999 | $1,553-35.7% | $2,380-58.0% | $2,670-62.6% |
| Participant deferral / active EE | $4,943 | $3,024+63.5% | $3,985+24.0% | $4,125+19.8% |
| Admin fee / account holder | $1,985 | $5,474-63.7% | $6,852-71.0% | $5,651-64.9% |