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 | $85,756 | $65,561+30.8% | $86,188-0.5% | $75,163+14.1% |
| Participation rate | 61.8% | 60.5%+1.3pp | 69.0%-7.2pp | 67.2%-5.4pp |
| Annual return | 41.84% | 46.05%-4.2pp | 1168.45%-1126.6pp | 160.62%-118.8pp |
| Employer contribution / active EE | $2,440 | $1,553+57.2% | $2,380+2.5% | $2,670-8.6% |
| Participant deferral / active EE | $5,212 | $3,024+72.4% | $3,985+30.8% | $4,125+26.3% |
| Admin fee / account holder | $5,430 | $5,474-0.8% | $6,852-20.8% | $5,651-3.9% |