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 | $77,765 | $69,207+12.4% | $64,056+21.4% | $139,434-44.2% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 15.30% | 45.88%-30.6pp | 33.69%-18.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,454 | $3,182-22.9% | $2,747-10.7% | $4,751-48.3% |
| Participant deferral / active EE | $6,950 | $4,682+48.5% | $3,880+79.1% | $6,710+3.6% |
| Admin fee / account holder | $10,445 | $4,244+146.1% | $3,068+240.4% | $11,403-8.4% |