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 | $68,867 | $65,561+5.0% | $86,188-20.1% | $75,163-8.4% |
| Participation rate | 60.6% | 60.5%+0.1pp | 69.0%-8.4pp | 67.2%-6.6pp |
| Annual return | 18.35% | 46.05%-27.7pp | 1168.45%-1150.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $518 | $1,553-66.6% | $2,380-78.2% | $2,670-80.6% |
| Participant deferral / active EE | $3,518 | $3,024+16.3% | $3,985-11.7% | $4,125-14.7% |
| Admin fee / account holder | $2,538 | $5,474-53.6% | $6,852-63.0% | $5,651-55.1% |