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 | $56,329 | $27,915+101.8% | $58,482-3.7% | $75,163-25.1% |
| Participation rate | 68.2% | 38.8%+29.4pp | 50.9%+17.4pp | 67.2%+1.0pp |
| Annual return | 17.09% | 44.20%-27.1pp | 4239.32%-4222.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,831 | $669+173.7% | $1,053+73.8% | $2,670-31.4% |
| Participant deferral / active EE | $3,189 | $1,201+165.4% | $1,924+65.7% | $4,125-22.7% |
| Admin fee / account holder | $2,631 | $1,726+52.5% | $2,516+4.6% | $5,651-53.4% |