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 | $63,426 | $65,561-3.3% | $86,188-26.4% | $75,163-15.6% |
| Participation rate | 68.9% | 60.5%+8.4pp | 69.0%-0.1pp | 67.2%+1.7pp |
| Annual return | 18.83% | 46.05%-27.2pp | 1168.45%-1149.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,223 | $1,553-21.2% | $2,380-48.6% | $2,670-54.2% |
| Participant deferral / active EE | $5,042 | $3,024+66.7% | $3,985+26.5% | $4,125+22.2% |
| Admin fee / account holder | $12,288 | $5,474+124.5% | $6,852+79.3% | $5,651+117.5% |