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 | $78,522 | $59,417+32.2% | $93,606-16.1% | $74,495+5.4% |
| Participation rate | 67.9% | 59.7%+8.3pp | 68.7%-0.8pp | 67.2%+0.7pp |
| Annual return | 12.13% | 81.83%-69.7pp | 133.20%-121.1pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,141 | $1,264-9.7% | $2,420-52.8% | $2,623-56.5% |
| Participant deferral / active EE | $5,001 | $3,050+64.0% | $4,411+13.4% | $4,346+15.1% |
| Admin fee / account holder | $7,529 | $3,021+149.2% | $8,285-9.1% | $1,942+287.8% |