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 | $87,241 | $65,561+33.1% | $86,188+1.2% | $75,163+16.1% |
| Participation rate | 53.0% | 60.5%-7.5pp | 69.0%-15.9pp | 67.2%-14.2pp |
| Annual return | 19.59% | 46.05%-26.5pp | 1168.45%-1148.9pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,126 | $1,553-27.4% | $2,380-52.7% | $2,670-57.8% |
| Participant deferral / active EE | $3,192 | $3,024+5.6% | $3,985-19.9% | $4,125-22.6% |
| Admin fee / account holder | $2,669 | $5,474-51.2% | $6,852-61.0% | $5,651-52.8% |