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 | $107,945 | $58,926+83.2% | $97,226+11.0% | $74,495+44.9% |
| Participation rate | 47.2% | 63.5%-16.3pp | 72.7%-25.5pp | 67.2%-20.0pp |
| Annual return | 22.64% | 16.04%+6.6pp | 75.13%-52.5pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $521 | $1,894-72.5% | $2,729-80.9% | $2,623-80.1% |
| Participant deferral / active EE | $4,429 | $3,664+20.9% | $4,264+3.9% | $4,346+1.9% |
| Admin fee / account holder | $3,709 | $1,974+87.9% | $5,654-34.4% | $1,942+91.0% |