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 | $108,738 | $49,173+121.1% | $121,098-10.2% | $75,163+44.7% |
| Participation rate | 63.2% | 55.4%+7.8pp | 69.5%-6.3pp | 67.2%-4.0pp |
| Annual return | 17.01% | 55.99%-39.0pp | 985.75%-968.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,648 | $1,546+265.4% | $4,164+35.6% | $2,670+111.5% |
| Participant deferral / active EE | $1,701 | $2,628-35.3% | $4,080-58.3% | $4,125-58.8% |
| Admin fee / account holder | $2,144 | $3,942-45.6% | $5,644-62.0% | $5,651-62.1% |