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 | $67,224 | $57,281+17.4% | $86,612-22.4% | $75,163-10.6% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 19.02% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,490 | $2,314-35.6% | $3,022-50.7% | $2,670-44.2% |
| Participant deferral / active EE | $4,058 | $3,318+22.3% | $4,438-8.6% | $4,125-1.6% |
| Admin fee / account holder | $10,828 | $4,112+163.3% | $5,614+92.9% | $5,651+91.6% |