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 | $76,585 | $58,512+30.9% | $84,015-8.8% | $72,985+4.9% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 20.20% | 28.93%-8.7pp | 71.31%-51.1pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,784 | $1,163+53.4% | $1,983-10.0% | $2,440-26.9% |
| Participant deferral / active EE | $4,020 | $2,394+68.0% | $3,239+24.1% | $3,607+11.4% |
| Admin fee / account holder | $570 | $4,569-87.5% | $6,101-90.7% | $5,124-88.9% |