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 | $89,965 | $49,173+83.0% | $121,098-25.7% | $75,163+19.7% |
| Participation rate | 65.6% | 55.4%+10.2pp | 69.5%-3.9pp | 67.2%-1.6pp |
| Annual return | 17.97% | 55.99%-38.0pp | 985.75%-967.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,445 | $1,546+58.2% | $4,164-41.3% | $2,670-8.4% |
| Participant deferral / active EE | $5,452 | $2,628+107.5% | $4,080+33.6% | $4,125+32.2% |
| Admin fee / account holder | $1,551 | $3,942-60.6% | $5,644-72.5% | $5,651-72.5% |