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 | $71,424 | $49,922+43.1% | $80,569-11.4% | $75,163-5.0% |
| Participation rate | 65.6% | 55.3%+10.3pp | 67.0%-1.4pp | 67.2%-1.6pp |
| Annual return | 19.79% | 34.69%-14.9pp | 935.43%-915.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $943 | $1,698-44.5% | $2,723-65.4% | $2,670-64.7% |
| Participant deferral / active EE | $5,481 | $2,990+83.3% | $4,447+23.2% | $4,125+32.9% |
| Admin fee / account holder | $2,375 | $3,577-33.6% | $5,377-55.8% | $5,651-58.0% |