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 | $82,246 | $29,660+177.3% | $56,411+45.8% | $80,856+1.7% |
| Participation rate | 60.0% | 41.6%+18.4pp | 52.5%+7.5pp | 67.6%-7.6pp |
| Annual return | 11.98% | 35.23%-23.3pp | 1701.33%-1689.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,810 | $669+319.8% | $1,039+170.5% | $2,755+2.0% |
| Participant deferral / active EE | $3,335 | $1,226+172.0% | $1,952+70.9% | $4,296-22.4% |
| Admin fee / account holder | $5,496 | $2,428+126.4% | $2,829+94.3% | $6,918-20.5% |