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 | $82,478 | $65,561+25.8% | $86,188-4.3% | $75,163+9.7% |
| Participation rate | 64.6% | 60.5%+4.1pp | 69.0%-4.3pp | 67.2%-2.6pp |
| Annual return | 13.29% | 46.05%-32.8pp | 1168.45%-1155.2pp | 160.62%-147.3pp |
| Employer contribution / active EE | $855 | $1,553-44.9% | $2,380-64.1% | $2,670-68.0% |
| Participant deferral / active EE | $4,501 | $3,024+48.9% | $3,985+13.0% | $4,125+9.1% |
| Admin fee / account holder | $2,921 | $5,474-46.6% | $6,852-57.4% | $5,651-48.3% |