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 | $72,994 | $52,519+39.0% | $155,790-53.1% | $59,632+22.4% |
| Participation rate | 68.3% | 61.7%+6.6pp | 76.1%-7.8pp | 68.7%-0.4pp |
| Annual return | -1.28% | 53.51%-54.8pp | 71.54%-72.8pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,114 | $1,589+33.0% | $3,836-44.9% | $2,203-4.0% |
| Participant deferral / active EE | $4,479 | $3,084+45.2% | $4,797-6.6% | $3,192+40.3% |
| Admin fee / account holder | $4,554 | $3,540+28.7% | $7,478-39.1% | $4,297+6.0% |