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 | $82,076 | $65,561+25.2% | $86,188-4.8% | $75,163+9.2% |
| Participation rate | 58.9% | 60.5%-1.6pp | 69.0%-10.1pp | 67.2%-8.3pp |
| Annual return | 17.90% | 46.05%-28.2pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $564 | $1,553-63.7% | $2,380-76.3% | $2,670-78.9% |
| Participant deferral / active EE | $4,513 | $3,024+49.2% | $3,985+13.2% | $4,125+9.4% |
| Admin fee / account holder | $6,841 | $5,474+25.0% | $6,852-0.2% | $5,651+21.1% |