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 4-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 | $90,856 | $57,281+58.6% | $86,612+4.9% | $75,163+20.9% |
| Participation rate | 65.6% | 63.2%+2.4pp | 71.7%-6.1pp | 67.2%-1.6pp |
| Annual return | 16.75% | 2670.75%-2654.0pp | 591.07%-574.3pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,751 | $2,314-24.3% | $3,022-42.1% | $2,670-34.4% |
| Participant deferral / active EE | $3,381 | $3,318+1.9% | $4,438-23.8% | $4,125-18.0% |
| Admin fee / account holder | $2,800 | $4,112-31.9% | $5,614-50.1% | $5,651-50.5% |