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 | $94,549 | $29,660+218.8% | $56,411+67.6% | $80,856+16.9% |
| Participation rate | 64.9% | 41.6%+23.3pp | 52.5%+12.4pp | 67.6%-2.7pp |
| Annual return | 16.17% | 35.23%-19.1pp | 1701.33%-1685.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,076 | $669+60.8% | $1,039+3.6% | $2,755-60.9% |
| Participant deferral / active EE | $3,270 | $1,226+166.7% | $1,952+67.5% | $4,296-23.9% |
| Admin fee / account holder | $4,751 | $2,428+95.7% | $2,829+67.9% | $6,918-31.3% |