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 | $97,055 | $48,795+98.9% | $65,493+48.2% | $84,808+14.4% |
| Participation rate | 68.2% | 67.0%+1.2pp | 73.1%-4.9pp | 68.3%-0.1pp |
| Annual return | 16.14% | 20.20%-4.1pp | 982.45%-966.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,977 | $1,930+54.3% | $2,574+15.6% | $2,631+13.1% |
| Participant deferral / active EE | $5,063 | $2,928+72.9% | $3,961+27.8% | $4,212+20.2% |
| Admin fee / account holder | $802 | $3,877-79.3% | $5,028-84.0% | $7,344-89.1% |