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 | $92,677 | $29,667+212.4% | $56,441+64.2% | $80,874+14.6% |
| Participation rate | 61.4% | 41.7%+19.7pp | 52.5%+8.9pp | 67.6%-6.3pp |
| Annual return | 10.65% | 35.22%-24.6pp | 1704.21%-1693.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $2,086 | $669+211.6% | $1,039+100.8% | $2,756-24.3% |
| Participant deferral / active EE | $2,510 | $1,227+104.7% | $1,953+28.5% | $4,297-41.6% |
| Admin fee / account holder | $4,551 | $2,429+87.3% | $2,829+60.9% | $6,935-34.4% |